Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 505 U.S. retirement plans report holding FID Freedom Index 2025 Premier in their Schedule of Assets, totaling $158.5M 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 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $4.1M |
| 2 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $4.0M |
| 3 | THE LYCRA COMPANY LLC THE LYCRA COMPANY 401(K) PLAN |
WILMINGTON DE |
| 416 |
| $42.6M |
| $3.7M |
| 4 | BRANDON & CLARK, INC. BRANDON & CLARK INC. 401(K) PLAN | LUBBOCK TX | 213 | $18.5M | $3.5M |
| 5 | MAGUIRE AUTOMOTIVE GROUP, LLC MAGUIRE AUTOMOTIVE GROUP, LLC 401(K) PLAN | ITHACA NY | 607 | $18.5M | $3.2M |
| 6 | LAND HOME FINANCIAL SERVICES, IN THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN | CONCORD CA | 340 | $25.1M | $3.2M |
| 7 | PRIMARY HEALTH CARE, INC. PRIMARY HEALTH CARE, INC. 401(K) PLAN | DES MOINES IA | 405 | $18.7M | $3.0M |
| 8 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $2.9M |
| 9 | XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK NY | 4,834 | $16.3M | $2.7M |
| 10 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $2.3M |
