Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 557 U.S. retirement plans report holding FID Freedom Index 2045 Premier in their Schedule of Assets, totaling $302.3M 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 | $13.9M |
| 2 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $6.2M |
| 3 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN |
LOUISVILLE KY |
| 5,821 |
| $45.9M |
| $5.1M |
| 4 | LOCKE SUPPLY CO. LOCKE SUPPLY CO. 401(K) PLAN | OKLAHOMA CITY OK | 1,375 | $37.3M | $5.0M |
| 5 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $4.5M |
| 6 | J & D ACQUISITIONS, INC. JIM NORTON 401(K) PROFIT SHARING PLAN | TULSA OK | 684 | $18.8M | $3.6M |
| 7 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $3.2M |
| 8 | WESTFALL TECHNIK, LLC WESTFALL TECHNIK, INC. 401(K) PLAN | TEMPE AZ | 895 | $56.4M | $3.0M |
| 9 | FARRELL FRITZ, P.C. FARRELL FRITZ, P.C. 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 155 | $79.6M | $3.0M |
| 10 | THE ATHLETIC MEDIA COMPANY THE ATHLETIC MEDIA COMPANY 401(K) PLAN | NEW YORK NY | 0 | $0 | $3.0M |
