Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID Freedom 2020 K Mutual Funds - in their Schedule of Assets, totaling $8.3M 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 | MIDWEST EYE INSTITUTE, P.C. MIDWEST EYE INSTITUTE, P.C. 401(K) PLAN | CARMEL IN | 136 | $53.3M | $3.9M |
| 2 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $2.8M |
| 3 | CR EMPLOYMENT, LLC CANYON RANCH 401(K) AND PROFIT SHARING PLAN |
FORT WORTH TX |
| 1,431 |
| $55.8M |
| $918K |
| 4 | WNS NORTH AMERICA, INC. WNS NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,032 | $63.1M | $263K |
| 5 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $224K |
| 6 | GRANITE ASSOCIATES, L.P. GRANITE ASSOCIATES 401(K) PLAN | LIBERTY NY | 111 | $34.7M | $163K |
| 7 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $18K |
