Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID FREEDOM INDEX RETIRE PREM in their Schedule of Assets, totaling $2.3M 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 | AMERICAN ACADEMY OF OPHTHALMOLOGY AMERICAN ACADEMY OF OPHTHALMOLOGY, INC. 401(K) PLAN | SAN FRANCISCO CA | 196 | $107.0M | $2.2M |
| 2 | MAGUIRE AUTOMOTIVE GROUP, LLC MAGUIRE AUTOMOTIVE GROUP, LLC 401(K) PLAN | ITHACA NY | 607 | $18.5M | $148K |
| 3 | PURAGAIN WATER NV INC |
LAS VEGAS NV |
| 151 |
| $221K |
| $4K |
