Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fid Freedom 2015 K6 Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $3.0M |
| 2 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $1.3M |
| 3 | O & G INDUSTRIES, INC. |
TORRINGTON CT |
| 355 |
| $51.8M |
| $1.1M |
| 4 | PURPLE WAVE, INC. PURPLE WAVE, INC. RETIREMENT PLAN | MANHATTAN KS | 356 | $16.7M | $586K |
| 5 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $526K |
| 6 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $404K |
| 7 | BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. BAIM INSTITUTE FOR CLINICAL RESEARCH 401(K) PLAN | BOSTON MA | 72 | $17.6M | $247K |
| 8 | HIGHLAND BANK HIGHLAND BANK 401(K) PLAN | ST. PAUL MN | 116 | $19.3M | $156K |
| 9 | WOODHAVEN LUMBER & MILLWORK, INC. WOODHAVEN LUMBER & MILLWORK, INC. 401(K) PROFIT SHARING PLAN | LAKEWOOD NJ | 312 | $21.1M | $142K |
| 10 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $92K |
