Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID FREEDOM INDEX 2015 INV in their Schedule of Assets, totaling $706K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PREMIER SELECT SIRES, INC. PREMIER SELECT SIRES 401(K) PLAN | TUNKHANNOCK PA | 130 | $21.0M | $501K |
| 2 | CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 519 | $62.4M | $203K |
| 3 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN |
DELANO CA |
| 191 |
| $7.5M |
| $2K |
