Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding FID FREEDOM 2015 K Registered investment company in their Schedule of Assets, totaling $16.4M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $11.9M |
| 2 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $1.8M |
| 3 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST |
ALPHARETTA GA |
| — |
| $102.5M |
| $611K |
| 4 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $340K |
| 5 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN | NEWARK DE | 1,748 | $304.0M | $334K |
| 6 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $312K |
| 7 | AGC CHEMICALS AMERICAS, INC. AGC CHEMICALS AMERICAS, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 140 | $45.4M | $267K |
| 8 | ROSBORO COMPANY, LLC ROSBORO COMPANY, LLC 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 357 | $29.9M | $218K |
| 9 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $203K |
| 10 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $182K |
