Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID Freedom 2025 K Mutual Funds - in their Schedule of Assets, totaling $14.1M 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 | CR EMPLOYMENT, LLC CANYON RANCH 401(K) AND PROFIT SHARING PLAN | FORT WORTH TX | 1,431 | $55.8M | $5.8M |
| 2 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $3.1M |
| 3 | MIDWEST EYE INSTITUTE, P.C. |
CARMEL IN |
| 136 |
| $53.3M |
| $2.7M |
| 4 | WNS NORTH AMERICA, INC. WNS NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,032 | $63.1M | $2.0M |
| 5 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $553K |
| 6 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $2K |
