Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 413 U.S. retirement plans report holding FID Freedom Index Inc Premier in their Schedule of Assets, totaling $25.6M 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 | FARRELL FRITZ, P.C. FARRELL FRITZ, P.C. 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 155 | $79.6M | $1.9M |
| 2 | SCHOOL APPAREL, INC. SCHOOL APPAREL EMPLOYEES' 401(K) SAVINGS PLAN | BURLINGAME CA | 234 | $7.1M | $1.4M |
| 3 | APEX SERVICES PARTNERS LLC APEX SERVICE PARTNERS LLC 401(K) PLAN |
TAMPA FL |
| 9,228 |
| $123.7M |
| $783K |
| 4 | WEDRIVEU, INC. WEDRIVEU 401(K) PLAN | CHICAGO IL | 4,427 | $32.8M | $596K |
| 5 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN | TORRANCE CA | 302 | $29.2M | $579K |
| 6 | DECO PRODUCTS COMPANY LLLP DECO PRODUCTS 401(K) PLAN | DECORAH IA | 157 | $20.9M | $494K |
| 7 | LOCKE SUPPLY CO. LOCKE SUPPLY CO. 401(K) PLAN | OKLAHOMA CITY OK | 1,375 | $37.3M | $457K |
| 8 | MORINDA HOLDINGS, INC. MORINDA HOLDINGS, INC. PROFIT SHARING 401(K) PLAN | LEHI UT | 155 | $25.3M | $440K |
| 9 | METIS TECHNOLOGY SOLUTIONS, INC METIS TECHNOLOGY SOLUTIONS, INC 401K PLAN | ALBUQUERQUE NM | 149 | $11.8M | $435K |
| 10 | DMC POWER, INC. DMC POWER, INC. 401(K) PLAN | CARSON CA | 238 | $7.0M | $433K |
