Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Freedom 2025 K Registered investment company in their Schedule of Assets, totaling $3.1M 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 | BENCHMARK LANDSCAPE, INC. BENCHMARK LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN | POWAY CA | 44 | $3.7M | $1.3M |
| 2 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $701K |
| 3 | AGC CHEMICALS AMERICAS, INC. |
ALPHARETTA GA |
| 140 |
| $45.4M |
| $601K |
| 4 | ELDERHOSTEL INC. ROAD SCHOLAR RETIREMENT PLAN | BOSTON MA | 593 | $84.7M | $544K |
