Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fid Freedom 2020 K Registered investment company in their Schedule of Assets, totaling $64.1M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $38.6M |
| 2 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $4.4M |
| 3 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN |
NEWARK DE |
| 1,748 |
| $304.0M |
| $4.0M |
| 4 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $3.2M |
| 5 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN | AUBURN WA | 252 | $15.9M | $2.0M |
| 6 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $2.0M |
| 7 | ECOM ATLANTIC, INC. THE COMMODITIES GROUP 401(K) PLAN AND TRUST | DALLAS TX | 165 | $48.2M | $1.8M |
| 8 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST | ALPHARETTA GA | — | $102.5M | $1.6M |
| 9 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 483 | $136.2M | $1.2M |
| 10 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $837K |
