Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FRDM BLD 2040 K6 Mutual fund in their Schedule of Assets, totaling $14.9M 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 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA | 539 | $121.1M | $7.6M |
| 2 | KEE SAFETY, INC. KEE SAFETY, INC. RETIREMENT PLAN | BUFFALO NY | 274 | $18.3M | $1.9M |
| 3 | B. J. BALDWIN ELECTRIC, INC. B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN |
NARVON PA |
| 394 |
| $28.1M |
| $1.8M |
| 4 | H-D ADVANCED MANUFACTURING COMPANY HD ADVANCED MANUFACTURING 401K PLAN | HOUSTON TX | 272 | $21.1M | $1.6M |
| 5 | PRIVIA MEDICAL GROUP WASHINGTON, PLLC PRIVIA MEDICAL GROUP WASHINGTON, PLLC 401K PLAN | WALLA WALLA WA | 256 | $51.3M | $1.4M |
| 6 | AMERICAN PRODUCERS SUPPLY CO., INC. AMERICAN PRODUCERS SUPPLY 401(K) EMPLOYEE RETIREMENT PLAN | MARIETTA OH | 207 | $10.2M | $371K |
| 7 | SAM DONG AMERICA, INC. SAM DONG AMERICA 401(K) PLAN | DELAWARE OH | 223 | $7.2M | $186K |
