Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 565 U.S. retirement plans report holding FID Freedom Index 2060 Premier in their Schedule of Assets, totaling $166.8M 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 | $8.1M |
| 2 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN | LOUISVILLE KY | 5,821 | $45.9M | $3.8M |
| 3 | FIREFLY AEROSPACE INC. FIREFLY AEROSPACE INC. 401(K) PROFIT SHARING PLAN & TRUST |
CEDAR PARK TX |
| 665 |
| $23.5M |
| $3.1M |
| 4 | THE ATHLETIC MEDIA COMPANY THE ATHLETIC MEDIA COMPANY 401(K) PLAN | NEW YORK NY | 0 | $0 | $2.9M |
| 5 | HOTELENGINE, INC. HOTELENGINE, INC. 401K PLAN | DENVER CO | 592 | $18.2M | $2.6M |
| 6 | TRUSTAFF MANAGEMENT, INC. TRUSTAFF MANAGEMENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | CINCINNATI OH | 1,980 | $32.1M | $2.5M |
| 7 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $2.2M |
| 8 | STACKADAPT, INC STACKADAPT, INC | CHICAGO IL | 292 | $8.6M | $2.1M |
| 9 | LIFE360, INC. LIFE360, INC. 401(K) PLAN | SAN MATEO CA | 367 | $30.5M | $1.9M |
| 10 | INVASIX INC INMODE 401K PLAN | IRVINE CA | 248 | $13.4M | $1.8M |
