Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID Freedom 2015 K6 Mutual Funds in their Schedule of Assets, totaling $2.0M 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 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $986K |
| 2 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN | EPHRATA PA | 303 | $33.0M | $663K |
| 3 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN |
ROANOKE VA |
| 325 |
| $51.5M |
| $297K |
| 4 | DILLON AERO, INC. DILLON AERO, INC. 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 159 | $11.7M | $38K |
