Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Fid Freedom 2030 K Mutual fund - in their Schedule of Assets, totaling $261.5M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $74.9M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $48.7M |
| 3 | SIERRA-CEDAR COMPANIES, LLC |
ALPHARETTA GA |
| 409 |
| $298.1M |
| $19.3M |
| 4 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $14.1M |
| 5 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $11.2M |
| 6 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $9.1M |
| 7 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $8.7M |
| 8 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $7.0M |
| 9 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $6.8M |
| 10 | LORAL SPACE & COMMUNICATIONS INC. LORAL SAVINGS PLAN | — | 118 | $34.1M | $5.3M |
