Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fid Freedom 2020 K6 Mutual fund in their Schedule of Assets, totaling $34.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $6.0M |
| 2 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $5.5M |
| 3 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN |
NEW YORK NY |
| 1,551 |
| $283.1M |
| $3.8M |
| 4 | WOODHAVEN LUMBER & MILLWORK, INC. WOODHAVEN LUMBER & MILLWORK, INC. 401(K) PROFIT SHARING PLAN | LAKEWOOD NJ | 312 | $21.1M | $3.4M |
| 5 | VALLEY POWER SYSTEMS, INC. VALLEY POWER SYSTEMS, INC. PROFIT SHARING & PRE-TAX SAVINGS PLAN | WEST COVINA CA | 158 | $19.2M | $2.6M |
| 6 | MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN | LINCOLNSHIRE IL | 156 | $20.5M | $2.1M |
| 7 | DATASCAN TECHNOLOGIES, LLC DATASCAN RETIREMENT PLAN | ALPHARETTA GA | 424 | $88.9M | $1.9M |
| 8 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $1.7M |
| 9 | HARPO, INC. HARPO, INC. 401(K) PLAN | LOS ANGELES CA | 57 | $36.0M | $1.1M |
| 10 | VANCREST MANAGEMENT CORP. VANCREST HEALTH CARE CENTER 401(K) PLAN | VAN WERT OH | 1,799 | $20.6M | $973K |
