Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding FID FREEDOM 2015 K6 Registered Investment Company ± in their Schedule of Assets, totaling $4.0M 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 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $2.0M |
| 2 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $581K |
| 3 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN |
SAN FRANCISCO CA |
| 533 |
| $80.9M |
| $395K |
| 4 | KLIK TECHNOLOGIES, CORP. CHECKALT 401(K) PLAN | VALLEY COTTAGE NY | 206 | $8.8M | $357K |
| 5 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $312K |
| 6 | ONLINE RADIOLOGY MEDICAL GROUP, INC. ONRAD, INC. 401(K) PLAN | RIVERSIDE CA | 181 | $14.8M | $232K |
| 7 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $71K |
| 8 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $50K |
| 9 | WALKER PRODUCTS INC. WALKER PRODUCTS INC. 401(K) PLAN | PACIFIC MO | 379 | $6.3M | $24K |
| 10 | PAVILION PAYMENTS PAVILION PAYMENTS 401(K) PLAN | LAS VEGAS NV | 194 | $12.0M | $15K |
