Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 178 U.S. retirement plans report holding FID Freedom Index 2010 Premier in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MICHAEL REILLY DESIGN LLC MICHAEL REILLY DESIGN LLC 401(K) PLAN | LAFAYETTE LA | 180 | $9.5M | $211K |
| 2 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $201K |
| 3 | ADVANCED CORRECTIONAL HEALTHCARE ADVANCED CORRECTIONAL HEALTHCARE INC. 401(K) PLAN |
FRANKLIN TN |
| 1,098 |
| $10.0M |
| $182K |
| 4 | THE CARPENTER GROUP THE CARPENTER GROUP 401(K) PLAN | SAN DIEGO CA | 112 | $5.0M | $168K |
| 5 | SHOWPAD INC. SHOWPAD INC. RETIREMENT TRUST | CHICAGO IL | 114 | $8.0M | $165K |
| 6 | NEW PACIFIC AIRLINES NEW PACIFIC AIRLINES, INC 401(K) | ANCHORAGE AK | 223 | $13.6M | $158K |
| 7 | KENNESAW MOTOR SALES, INC. KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA 401(K) PLAN | KENNESAW GA | 269 | $23.0M | $97K |
| 8 | XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK NY | 4,834 | $16.3M | $91K |
| 9 | HM DUNN AEROSYSTEMS, INC HM DUNN AEROSYSTEMS, INC. 401(K) PLAN | WICHITA KS | 205 | $13.5M | $82K |
| 10 | ONO MANAGEMENT, LLC ONO MANAGEMENT, LLC 401(K) PLAN | DIAMOND BAR CA | 1,804 | $3.2M | $79K |
