Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 446 U.S. retirement plans report holding FID FREEDOM INDEX 2020 PREMIER in their Schedule of Assets, totaling $52.8M 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 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $3.0M |
| 2 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $1.6M |
| 3 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN |
TORRANCE CA |
| 302 |
| $29.2M |
| $1.5M |
| 4 | NORMS RESTAURANTS, LLC NORM'S 401K PLAN | BELLFLOWER CA | 1,204 | $14.1M | $1.2M |
| 5 | WINDSOR AMERICA LLC WINDSOR AMERICA 401(K) PLAN | LOCKHART TX | 348 | $5.3M | $1.2M |
| 6 | SCHOOL APPAREL, INC. SCHOOL APPAREL EMPLOYEES' 401(K) SAVINGS PLAN | BURLINGAME CA | 234 | $7.1M | $985K |
| 7 | OBJECT COMPUTING, INC. OBJECT COMPUTING, INC. 401(K) PROFIT SHARING PLAN | ST LOUIS MO | 117 | $19.6M | $892K |
| 8 | XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK NY | 4,834 | $16.3M | $867K |
| 9 | FINANCIAL STATEMENT SERVICES , INC. FINANCIAL STATEMENT SERVICES, INC. RETIREMENT SAVINGS PLAN | SANTA ANA CA | 216 | $18.1M | $859K |
| 10 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $850K |
