Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID FREEDOM INDEX 2040 PREM II in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC NORTHWEST FARMERS PACIFIC NORTHWEST FARMERS COOPERATIVE PROFIT SHARING PLAN | GENESEE ID | 125 | $12.9M | $650K |
| 2 | INDIVIDUAL ADVOCACY GROUP INDIVIDUAL ADVOCACY GROUP 401(K) PLAN | ROMEOVILLE IL | 496 | $4.8M | $521K |
| 3 | NUCKLES OIL CO. INC. DBA MERIT O |
BLOOMINGTON CA |
| 148 |
| $3.3M |
| $204K |
| 4 | ONY GLO INC. ONY GLO INC, 401(K) PLAN | SANTA ANA CA | 91 | $3.6M | $53K |
