Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fid Freedom 2020 K6 in their Schedule of Assets, totaling $30.3M 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 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $6.1M |
| 2 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $2.4M |
| 3 | WINPAK PORTION PACKAGING, INC. |
SAUK VILLAGE IL |
| 670 |
| $74.4M |
| $2.1M |
| 4 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN | WICHITA KS | 1,102 | $70.2M | $2.1M |
| 5 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $1.8M |
| 6 | ALEXANDER & BALDWIN, LLC, SERIES T ALEXANDER & BALDWIN LLC, SERIES T MASTER TRUST | HONOLULU HI | — | $68.6M | $1.7M |
| 7 | JOHNSON-DAVIS INCORPORATED JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN | LANTANA FL | 140 | $12.3M | $1.7M |
| 8 | ALEXANDER & BALDWIN, LLC, SERIES T A&B INDIVIDUAL DEFERRED COMPENSATION AND PROFIT SHARING PLAN FOR SALARIED NON-BARGAINING EMPLOYEES | HONOLULU HI | 103 | $64.7M | $1.5M |
| 9 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN | MADISON WI | 276 | $101.7M | $1.2M |
| 10 | EXTRUSION SOLUTIONS PARTNERS, LLC EXTRUSION SOLUTIONS PARTNERS, LLC RETIREMENT SAVINGS PLAN | YORK PA | 155 | $17.8M | $1.0M |
