Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 393 U.S. retirement plans report holding FID Freedom Index 2065 Premier in their Schedule of Assets, totaling $46.7M 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 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $4.5M |
| 2 | FIREFLY AEROSPACE INC. FIREFLY AEROSPACE INC. 401(K) PROFIT SHARING PLAN & TRUST | CEDAR PARK TX | 665 | $23.5M | $1.4M |
| 3 | STAR DENTAL PARTNERS LLC STAR DENTAL PARTNERS, LLC 401(K) PLAN |
PLANO TX |
| 791 |
| $8.1M |
| $1.0M |
| 4 | RIVOS INC RIVOS INC 401(K) PLAN | SANTA CLARA CA | 268 | $15.5M | $945K |
| 5 | HOTELENGINE, INC. HOTELENGINE, INC. 401K PLAN | DENVER CO | 592 | $18.2M | $838K |
| 6 | LIFE360, INC. LIFE360, INC. 401(K) PLAN | SAN MATEO CA | 544 | $42.7M | $755K |
| 7 | CLEARSULTING LLC CLEARSULTING 401K | CLEVELAND OH | 226 | $13.3M | $706K |
| 8 | NORTHSTAR ENERGY MANAGEMENT, LLC DBA NOVASOURCE POWER SERVICES NORTHSTAR ENERGY MANAGEMENT LLC DBA NOVASOURCE POWER SERVICES PLAN | CHANDLER AZ | 577 | $19.6M | $610K |
| 9 | DENODO TECHNOLOGIES INC DENODO TECHNOLOGIES INC 401K | PALO ALTO CA | 160 | $20.1M | $600K |
| 10 | SAMS HOLDINGS, LLC SAMS HOLDINGS 401(K) RETIREMENT PLAN | MATTHEWS NC | 758 | $4.2M | $596K |
