Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 553 U.S. retirement plans report holding FID Freedom Index 2030 Premier in their Schedule of Assets, totaling $232.5M 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 | $7.5M |
| 2 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $6.7M |
| 3 | THE LYCRA COMPANY LLC THE LYCRA COMPANY 401(K) PLAN |
WILMINGTON DE |
| 416 |
| $42.6M |
| $5.8M |
| 4 | PENN A KEM LLC PENNAKEM EMPLOYEES' SAVINGS PLAN | MEMPHIS TN | 164 | $25.0M | $4.7M |
| 5 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $4.6M |
| 6 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $4.0M |
| 7 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN | LOUISVILLE KY | 5,821 | $45.9M | $3.3M |
| 8 | XINCON HOME-HEALTHCARE SERVICES XINCON HOME-HEALTHCARE SERVICES PROFIT SHARING PLAN | NEW YORK NY | 4,834 | $16.3M | $3.2M |
| 9 | OBJECT COMPUTING, INC. OBJECT COMPUTING, INC. 401(K) PROFIT SHARING PLAN | ST LOUIS MO | 117 | $19.6M | $3.2M |
| 10 | NEW PACIFIC AIRLINES NEW PACIFIC AIRLINES, INC 401(K) | ANCHORAGE AK | 223 | $13.6M | $2.9M |
