Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 554 U.S. retirement plans report holding FID Freedom Index 2055 Premier in their Schedule of Assets, totaling $262.6M 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 | $11.9M |
| 2 | HOTELENGINE, INC. HOTELENGINE, INC. 401K PLAN | DENVER CO | 592 | $18.2M | $4.8M |
| 3 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN |
LOUISVILLE KY |
| 5,821 |
| $45.9M |
| $4.3M |
| 4 | SNAP MOBILE INC. SNAP MOBILE INC. RETIREMENT TRUST | SEATTLE WA | 255 | $15.7M | $4.1M |
| 5 | HOVER INC. HOVER INC. - 401(K) PLAN | SAN FRANCISCO CA | 277 | $18.3M | $4.0M |
| 6 | LIFE360, INC. LIFE360, INC. 401(K) PLAN | SAN MATEO CA | 367 | $30.5M | $3.8M |
| 7 | LOCKE SUPPLY CO. LOCKE SUPPLY CO. 401(K) PLAN | OKLAHOMA CITY OK | 1,375 | $37.3M | $3.4M |
| 8 | NORTHSTAR ENERGY MANAGEMENT, LLC DBA NOVASOURCE POWER SERVICES NORTHSTAR ENERGY MANAGEMENT LLC DBA NOVASOURCE POWER SERVICES PLAN | CHANDLER AZ | 577 | $19.6M | $3.1M |
| 9 | TRUSTAFF MANAGEMENT, INC. TRUSTAFF MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | CINCINNATI OH | 1,980 | $32.1M | $3.0M |
| 10 | THE ATHLETIC MEDIA COMPANY THE ATHLETIC MEDIA COMPANY 401(K) PLAN | NEW YORK NY | 0 | $0 | $3.0M |
