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 in their Schedule of Assets, totaling $78.4M 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 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $15.0M |
| 2 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN | MADISON WI | 276 | $101.7M | $7.8M |
| 3 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS |
SAN FRANCISCO CA |
| 1,920 |
| $670.0M |
| $5.5M |
| 4 | WINPAK PORTION PACKAGING, INC. WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN | SAUK VILLAGE IL | 670 | $74.4M | $4.8M |
| 5 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $4.5M |
| 6 | MATE PRECISION TECHNOLOGIES MATE PRECISION TECHNOLOGIES EMPLOYEE RETIREMENT SAVINGS PLAN | ANOKA MN | 265 | $83.6M | $4.2M |
| 7 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $3.2M |
| 8 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN | WICHITA KS | 1,102 | $70.2M | $3.0M |
| 9 | DENT NEUROLOGIC GROUP DENT NEUROLOGIC GROUP 401(K) PLAN | AMHERST NY | 517 | $52.2M | $2.5M |
| 10 | ALEXANDER & BALDWIN, LLC, SERIES T ALEXANDER & BALDWIN LLC, SERIES T MASTER TRUST | HONOLULU HI | — | $68.6M | $2.1M |
