Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID FREEDOM 2015 K Registered investment companies in their Schedule of Assets, totaling $5.9M 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 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF | ASHBURN VA | 4,055 | $1.4B | $3.4M |
| 2 | THE GEORGE WASHINGTON UNIVERSITY THE GEORGE WASHINGTON UNIVERSITY SUPPLEMENTAL RETIREMENT PLAN | ASHBURN VA | 8,147 | $1.6B | $1.7M |
| 3 | SUMMA HEALTH |
AKRON OH |
| 922 |
| $62.4M |
| $417K |
| 4 | HUGHES ENTERPRISES, INC. HUGHES ENTERPRISES, INC. 401(K) RETIREMENT PLAN | LOMBARD IL | 532 | $12.6M | $202K |
| 5 | JAN MARINI SKIN RESEARCH, INC. JAN MARINI SKIN RESEARCH, INC RETIREMENT PLAN | SAN JOSE CA | 149 | $15.5M | $169K |
