Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fid Freedom 2025 K Mutual fund - in their Schedule of Assets, totaling $195.0M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $51.6M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $42.9M |
| 3 | SIERRA-CEDAR COMPANIES, LLC |
ALPHARETTA GA |
| 409 |
| $298.1M |
| $14.1M |
| 4 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $11.2M |
| 5 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $8.5M |
| 6 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $6.7M |
| 7 | QUALITY VISION INTERNATIONAL INC. QVI 401-K PLAN | ROCHESTER NY | 295 | $51.9M | $5.2M |
| 8 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $5.0M |
| 9 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $4.2M |
| 10 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN | CLEVELAND OH | 385 | $74.0M | $3.2M |
