Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Freedom Index 2020 Premier Mutual Fund in their Schedule of Assets, totaling $112K 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 | TORNADO BUS COMPANY TORNADO AND EL EXPRESO BUS COMPANY 401(K) PLAN | DALLAS TX | 354 | $534K | $40K |
| 2 | CORE DC LLC CORE DC LLC | WASHINGTON DC | 159 | $430K | $31K |
| 3 | TESSERA THERAPEUTICS, INC TESSERA THERAPEUTICS, INC 401(K) PLAN |
| 308 |
| $19.2M |
| $29K |
| 4 | TRILOGY MEDWASTE, INC TRILOGY MEDWASTE 401(K) PLAN | HOUSTON TX | 364 | $6.3M | $11K |
