Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 533 U.S. retirement plans report holding FID Freedom Index 2065 Premier in their Schedule of Assets, totaling $59.6M 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 | 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 | GO CAR WASH MANAGEMENT, CORP GO CARWASH CORP 401(K) PLAN AND TRUST |
GREENWOOD VILLAGE CO |
| 805 |
| $5.0M |
| $1.1M |
| 4 | STAR DENTAL PARTNERS LLC STAR DENTAL PARTNERS, LLC 401(K) PLAN | PLANO TX | 791 | $8.1M | $1.0M |
| 5 | RIVOS INC RIVOS INC 401(K) PLAN | SANTA CLARA CA | 268 | $15.5M | $945K |
| 6 | LOCKE SUPPLY CO. LOCKE SUPPLY CO. 401(K) PLAN | OKLAHOMA CITY OK | 1,375 | $37.3M | $944K |
| 7 | HOTELENGINE, INC. HOTELENGINE, INC. 401K PLAN | DENVER CO | 592 | $18.2M | $838K |
| 8 | THE LYCRA COMPANY LLC THE LYCRA COMPANY 401(K) PLAN | WILMINGTON DE | 416 | $42.6M | $796K |
| 9 | WVP OF WASHINGTON PC WESTERN VETERINARY PARTNERS LLC | DENVER CO | 4,589 | $38.2M | $643K |
| 10 | NORTHSTAR ENERGY MANAGEMENT, LLC DBA NOVASOURCE POWER SERVICES NORTHSTAR ENERGY MANAGEMENT LLC DBA NOVASOURCE POWER SERVICES PLAN | CHANDLER AZ | 577 | $19.6M | $610K |
