Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FREEDOM INDEX 2065 INV in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 519 | $62.4M | $631K |
| 2 | THARALDSON HOSPITALITY STAFFING, THARALDSON HOSPITALITY STAFFING, LLC 401K PLAN | DECATUR IL | 2,216 | $19.5M | $228K |
| 3 | RDS ENTERPRISES LLC DBA PORSCHE OF THE MAIN LINE |
NEWTOWN SQUARE PA |
| 189 |
| $11.8M |
| $169K |
| 4 | DRAKE EXTRUSION INC. DRAKE EXTRUSION INC. RETIREMENT PLAN | MARTINSVILLE VA | 241 | $11.0M | $86K |
| 5 | IYUNO US IYUNO USA INC. 401(K) PLAN | BURBANK CA | 155 | $12.6M | $41K |
| 6 | FOUR STAR MANAGEMENT, LLC CAMPBELL BROTHERS 401(K) PROFIT SHARING PLAN | DELANO CA | 191 | $7.5M | $37K |
| 7 | TRELLIS WARE TECHNOLOGIES, INC. TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 230 | $49.8M | $5K |
