Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding FID Freedom 2025 K in their Schedule of Assets, totaling $82.2M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $19.5M |
| 2 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $9.4M |
| 3 | THRALL ENTERPRISES, INC. |
CHICAGO IL |
| 358 |
| $79.8M |
| $6.9M |
| 4 | STANADYNE LLC STANADYNE LLC SAVINGS PLUS PLAN | JACKSONVILLE SC | 418 | $62.9M | $4.5M |
| 5 | COLOR INTERMEDIATE, LLC COLOR INTERMEDIATE 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 355 | $52.3M | $4.0M |
| 6 | ALHAMBRA HOSPITAL MEDICAL CENTER LP AHMC 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 568 | $68.3M | $3.7M |
| 7 | MEDICAL CENTER EMERGENCY SERVICES MEDICAL CENTER EMERGENCY SERVICES RETIREMENT SAVINGS THRIFT PLAN | DETROIT MI | 77 | $143.7M | $3.2M |
| 8 | THE MISSION ESSENTIAL GROUP, LLC MISSION ESSENTIAL GROUP, LLC RETIREMENT PLAN | NEW ALBANY OH | 885 | $39.8M | $2.4M |
| 9 | PAXTON MEDIA GROUP LLC PAXTON MEDIA GROUP LLC EMPLOYEE RETIREMENT SAVING | PADUCAH KY | 876 | $60.6M | $2.3M |
| 10 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $2.2M |
