Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fid Freedom 2025 K Registered investment company in their Schedule of Assets, totaling $106.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $55.3M |
| 2 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $9.5M |
| 3 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN |
SUNNYVALE CA |
| 2,793 |
| $438.2M |
| $9.5M |
| 4 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $8.3M |
| 5 | ALLIANCE HEALTH PROFESSIONALS PLLC ALLIANCE HEALTH RETIREMENT PLAN | MOUNT CLEMENS MI | 231 | $41.3M | $5.7M |
| 6 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN | NEWARK DE | 1,748 | $304.0M | $3.8M |
| 7 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 483 | $136.2M | $3.7M |
| 8 | ROSBORO COMPANY, LLC ROSBORO COMPANY, LLC 401(K) PROFIT SHARING PLAN | SPRINGFIELD OR | 357 | $29.9M | $2.2M |
| 9 | WEST CENTRAL STEEL, INC CONSOLIDATED 401(K) AND PROFIT SHARING PLAN | WILLMAR MN | 136 | $20.5M | $1.9M |
| 10 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST | ALPHARETTA GA | — | $102.5M | $1.4M |
