Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding FID Freedom 2015 K in their Schedule of Assets, totaling $8.8M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $3.4M |
| 2 | ALHAMBRA HOSPITAL MEDICAL CENTER LP AHMC 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 568 | $68.3M | $803K |
| 3 | LANDMARK WORLDWIDE ENTERPRISES, INC. |
SAN FRANCISCO CA |
| 338 |
| $31.5M |
| $647K |
| 4 | COLOR INTERMEDIATE, LLC COLOR INTERMEDIATE 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 355 | $52.3M | $597K |
| 5 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $517K |
| 6 | NA HOKU, INC. THE NA HOKU, INC. 401(K) SAVINGS PLAN | HONOLULU HI | 384 | $31.4M | $395K |
| 7 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $358K |
| 8 | THRALL ENTERPRISES, INC. THRALL ENTERPRISES, INC. EMPLOYEE SAVINGS PLAN | CHICAGO IL | 358 | $79.8M | $331K |
| 9 | STANADYNE LLC STANADYNE LLC SAVINGS PLUS PLAN | JACKSONVILLE SC | 418 | $62.9M | $249K |
| 10 | VALIANT INTERNATIONAL, INC. VALIANT INTERNATIONAL, INC. DEFERRED COMPENSATION THRIFT PLAN | AUBURN HILLS MI | 133 | $19.1M | $214K |
