Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 559 U.S. retirement plans report holding FID Freedom Index 2040 Premier in their Schedule of Assets, totaling $289.2M 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 | $10.4M |
| 2 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $8.9M |
| 3 | ORANGE POWER GROUP, LLC ORANGE POWER GROUP RETIREMENT SAVINGS PLAN |
OKLAHOMA CITY OK |
| 123 |
| $16.1M |
| $4.9M |
| 4 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $4.4M |
| 5 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN | LOUISVILLE KY | 5,821 | $45.9M | $4.4M |
| 6 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $4.1M |
| 7 | THE LYCRA COMPANY LLC THE LYCRA COMPANY 401(K) PLAN | WILMINGTON DE | 416 | $42.6M | $3.9M |
| 8 | HARMONY BIOSCIENCES LLC HARMONY BIOSCIENCES 401(K) RETIREMENT SAVINGS PLAN | PLYMOUTH MEETING PA | 269 | $32.9M | $3.8M |
| 9 | LIFE360, INC. LIFE360, INC. 401(K) PLAN | SAN MATEO CA | 367 | $30.5M | $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 | $3.1M |
