Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID Freedom 2025 K6 in their Schedule of Assets, totaling $8.1M 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 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $5.5M |
| 2 | JOHNSON-DAVIS INCORPORATED JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN | LANTANA FL | 140 | $12.3M | $1.9M |
| 3 | STARLINE USA INC. |
GRAND ISLAND NY |
| 147 |
| $8.0M |
| $507K |
| 4 | TRANSURBAN (USA), INC. TRANSURBAN (USA) 401(K) PROFIT SHARING PLAN | TYSONS VA | 179 | $30.5M | $173K |
| 5 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN | MILFORD MA | 1,381 | $156.8M | $20K |
