Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 551 U.S. retirement plans report holding FID Freedom Index 2035 Premier in their Schedule of Assets, totaling $287.4M 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 | $8.4M |
| 2 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $8.1M |
| 3 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 196 |
| $107.0M |
| $6.1M |
| 4 | DECO PRODUCTS COMPANY LLLP DECO PRODUCTS 401(K) PLAN | DECORAH IA | 157 | $20.9M | $4.7M |
| 5 | THE LYCRA COMPANY LLC THE LYCRA COMPANY 401(K) PLAN | WILMINGTON DE | 416 | $42.6M | $4.4M |
| 6 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $3.8M |
| 7 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN | LOUISVILLE KY | 5,821 | $45.9M | $3.8M |
| 8 | HARMONY BIOSCIENCES LLC HARMONY BIOSCIENCES 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MEETING PA | 269 | $32.9M | $3.6M |
| 9 | PENN A KEM LLC PENNAKEM EMPLOYEES' SAVINGS PLAN | MEMPHIS TN | 164 | $25.0M | $3.5M |
| 10 | LAND HOME FINANCIAL SERVICES, IN THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN | CONCORD CA | 340 | $25.1M | $3.4M |
