Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FRDM BLD 2025 K6 Mutual fund in their Schedule of Assets, totaling $11.9M 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 | H-D ADVANCED MANUFACTURING COMPANY HD ADVANCED MANUFACTURING 401K PLAN | HOUSTON TX | 272 | $21.1M | $3.3M |
| 2 | KEE SAFETY, INC. KEE SAFETY, INC. RETIREMENT PLAN | BUFFALO NY | 274 | $18.3M | $3.2M |
| 3 | AMERICAN PRODUCERS SUPPLY CO., INC. AMERICAN PRODUCERS SUPPLY 401(K) EMPLOYEE RETIREMENT PLAN |
MARIETTA OH |
| 207 |
| $10.2M |
| $2.3M |
| 4 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA | 539 | $121.1M | $2.3M |
| 5 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN | WALLA WALLA WA | 256 | $51.3M | $828K |
| 6 | B. J. BALDWIN ELECTRIC, INC. B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | NARVON PA | 394 | $28.1M | $30K |
| 7 | SAM DONG AMERICA, INC. SAM DONG AMERICA 401(K) PLAN | DELAWARE OH | 223 | $7.2M | $18K |
