Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID FREEDOM INDEX 2020 PREMIER 219 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER in their Schedule of Assets, totaling $4K 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 | C&R OREGON CORPORATION C & R - 401(K) CONTROL GROUP | CORVALLIS OR | 117 | $94K | $2K |
| 2 | C&R OREGON CORPORATION C & R - 401(K) CONTROL GROUP | CORVALLIS OR | 96 | $94K | $2K |
