Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 278 U.S. retirement plans report holding FID FREEDOM INDEX INC PREMIER in their Schedule of Assets, totaling $16.9M 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 | FARRELL FRITZ, P.C. FARRELL FRITZ, P.C. 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 155 | $79.6M | $1.9M |
| 2 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN | TAMPA FL | 9,228 | $123.7M | $783K |
| 3 | WEDRIVEU, INC. WEDRIVEU 401(K) PLAN |
CHICAGO IL |
| 4,427 |
| $32.8M |
| $596K |
| 4 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN | TORRANCE CA | 302 | $29.2M | $579K |
| 5 | MORINDA HOLDINGS, INC. MORINDA HOLDINGS, INC. PROFIT SHARING 401(K) PLAN | LEHI UT | 155 | $25.3M | $440K |
| 6 | DMC POWER, INC. DMC POWER, INC. 401(K) PLAN | CARSON CA | 238 | $7.0M | $433K |
| 7 | SCHULTE HOSPITALITY GROUP, INC. SCHULTE HOSPITALITY GROUP, INC. 401(K) PLAN | LOUISVILLE KY | 5,821 | $45.9M | $385K |
| 8 | ASPIRE SYSTEMS DIGITAL ASPIRE SYSTEMS, INC. 401(K) PLAN | OAKBROOK IL | 198 | $6.5M | $383K |
| 9 | MORGAN LI, LLC MORGAN LI, LLC 401(K) PLAN | CHICAGO IL | 165 | $8.1M | $382K |
| 10 | LEGACY EDUCATION INC LEGACY EDUCATION INC 401K PLAN | LANCASTER CA | 478 | $1.1M | $345K |
