Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID FREEDOM INDEX 2060 PREM II in their Schedule of Assets, totaling $546K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDIVIDUAL ADVOCACY GROUP INDIVIDUAL ADVOCACY GROUP 401(K) PLAN | ROMEOVILLE IL | 496 | $4.8M | $456K |
| 2 | ONY GLO INC. ONY GLO INC, 401(K) PLAN | SANTA ANA CA | 91 | $3.6M | $74K |
| 3 | NUCKLES OIL CO. INC. DBA MERIT O NUCKLES OIL CO. INC. DBA MERIT OIL CO. AND & VAN DYK TANK LINES |
BLOOMINGTON CA |
| 148 |
| $3.3M |
| $16K |
