Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding FID FREEDOM INDEX 2005 PREMIER in their Schedule of Assets, totaling $64K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOTEL EQUITIES GROUP, LLC HOTEL EQUITIES GROUP, LLC 401(K) PLAN | ALPHARETTA GA | 4,757 | $21.8M | $19K |
| 2 | COACHHUB INC. COACHHUB INC. 401(K) AND PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 33 | $1.9M | $15K |
| 3 | DEJIA, LLC DBA LANSDOWNE RESORT LANSDOWNE RESORT & SPA 401(K) PLAN |
LEESBURG VA |
| 328 |
| $3.1M |
| $6K |
| 4 | MYND MANAGEMENT, INC. MYND 401(K) PLAN | OAKLAND CA | 443 | $10.3M | $5K |
| 5 | LANGHORNE DENTAL ASSOCIATES, LLC SIMPLY BEAUTIFUL SMILES CLINICAL 401(K) PLAN | WILMINGTON DE | 309 | $6.2M | $4K |
| 6 | THE ATHLETIC MEDIA COMPANY THE ATHLETIC MEDIA COMPANY 401(K) PLAN | NEW YORK NY | 0 | $0 | $4K |
| 7 | INTEGRAL SENIOR LIVING, LLC ISL EMPLOYEES & AFFILIATES 401(K) PLAN | CARLSBAD CA | 2,711 | $12.6M | $3K |
| 8 | FAMILY HOSPITAL SYSTEMS FAMILY EMERGENCY ROOM LLC. 401(K) PLAN | CEDAR PARK TX | 274 | $3.8M | $3K |
| 9 | INKLING SYSTEMS, INC. INKLING SYSTEMS, INC. 401(K) PLAN | SAN FRANCISCO CA | 53 | $5.4M | $3K |
| 10 | OLECO, INC. OLECO, INC. 401(K) PROFIT SHARING PLAN | SPRING LAKE MI | 0 | $0 | $2K |
