Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fid Freedom 2015 K Mutual fund - in their Schedule of Assets, totaling $25.5M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $8.9M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $8.2M |
| 3 | WNET AND SUBSIDIARIES |
NEW YORK NY |
| 364 |
| $167.3M |
| $2.9M |
| 4 | SILLS CUMMIS & GROSS P.C. SILLS CUMMIS & GROSS P.C. DEFINED CONTRIBUTION PLAN | NEWARK NJ | 140 | $140.4M | $873K |
| 5 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $515K |
| 6 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $506K |
| 7 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $458K |
| 8 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $444K |
| 9 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN | CLEVELAND OH | 385 | $74.0M | $357K |
| 10 | NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN | ALBANY NY | 123 | $11.7M | $309K |
