Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fid Freedom 2020 K Mutual fund - in their Schedule of Assets, totaling $108.8M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $32.6M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $27.0M |
| 3 | WNET AND SUBSIDIARIES |
NEW YORK NY |
| 364 |
| $167.3M |
| $8.9M |
| 4 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $4.7M |
| 5 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $3.3M |
| 6 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $3.1M |
| 7 | LORAL SPACE & COMMUNICATIONS INC. LORAL SAVINGS PLAN | — | 118 | $34.1M | $2.7M |
| 8 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $2.3M |
| 9 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $2.2M |
| 10 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $2.1M |