Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Fid Freedom 2025 K6 Mutual fund in their Schedule of Assets, totaling $81.6M 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 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $14.8M |
| 2 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $13.8M |
| 3 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN |
ORANGE CA |
| 325 |
| $200.6M |
| $9.4M |
| 4 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $6.4M |
| 5 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $5.5M |
| 6 | DATASCAN TECHNOLOGIES, LLC DATASCAN RETIREMENT PLAN | ALPHARETTA GA | 424 | $88.9M | $3.7M |
| 7 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $3.6M |
| 8 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $2.5M |
| 9 | VALLEY POWER SYSTEMS, INC. VALLEY POWER SYSTEMS, INC. PROFIT SHARING & PRE-TAX SAVINGS PLAN | WEST COVINA CA | 158 | $19.2M | $2.4M |
| 10 | BAIM INSTITUTE FOR CLINICAL RESEARCH, INC. BAIM INSTITUTE FOR CLINICAL RESEARCH 401(K) PLAN | BOSTON MA | 72 | $17.6M | $2.1M |
