Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 562 U.S. retirement plans report holding FID Freedom Index 2050 Premier in their Schedule of Assets, totaling $297.2M 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 | $9.8M |
| 2 | HOSPITALISTS NOW, INC. HOSPITALISTS NOW, INC. 401(K) PLAN | AUSTIN TX | 272 | $55.3M | $7.6M |
| 3 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN |
LOUISVILLE KY |
| 5,821 |
| $45.9M |
| $5.2M |
| 4 | LIFE360, INC. LIFE360, INC. 401(K) PLAN | SAN MATEO CA | 367 | $30.5M | $4.2M |
| 5 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $3.7M |
| 6 | LOCUS ROBOTICS CORP LOCUS ROBOTICS CORP-401K PLAN | WILMINGTON MA | 364 | $30.2M | $3.6M |
| 7 | THE ATHLETIC MEDIA COMPANY THE ATHLETIC MEDIA COMPANY 401(K) PLAN | NEW YORK NY | 0 | $0 | $3.4M |
| 8 | HOTELENGINE, INC. HOTELENGINE, INC. 401K PLAN | DENVER CO | 592 | $18.2M | $3.4M |
| 9 | ALMA LASERS INC ALMA LASERS INC. 401(K) PROFIT SHARING PLAN & TRUST | BUFFALO GROVE IL | 193 | $17.0M | $3.3M |
| 10 | TRUSTAFF MANAGEMENT, INC. TRUSTAFF MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | CINCINNATI OH | 1,980 | $32.1M | $3.2M |
