Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fid Freedom 2015 Mutual Fund in their Schedule of Assets, totaling $642K 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 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $155K |
| 2 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $144K |
| 3 | THE HARKER SCHOOL |
SAN JOSE CA |
| 784 |
| $68.2M |
| $118K |
| 4 | PARK COMMUNICATIONS, LLC DBA MILLENNIUM PRINT GROUP MILLENNIUM PRINT GROUP RETIREMENT PLAN | RALEIGH NC | 1,850 | $16.4M | $62K |
| 5 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $51K |
| 6 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $37K |
| 7 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $30K |
| 8 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $20K |
| 9 | HARDWARE RESOURCES, INC. DIMORA BRANDS RETIREMENT PLAN | BOSSIER CITY LA | 793 | $30.9M | $20K |
| 10 | LONGY SCHOOL OF MUSIC OF BARD COLLEGE LONGY SCHOOL OF MUSIC DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 92 | $10.9M | $3K |
