Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID FREEDOM 2030 K Mutual funds in their Schedule of Assets, totaling $19.1M 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 | CR EMPLOYMENT, LLC CANYON RANCH 401(K) AND PROFIT SHARING PLAN | FORT WORTH TX | 1,431 | $55.8M | $7.9M |
| 2 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN | NEW YORK NY | 127 | $76.5M | $5.6M |
| 3 | WNS NORTH AMERICA, INC. |
NEW YORK NY |
| 1,032 |
| $63.1M |
| $2.4M |
| 4 | GRANITE ASSOCIATES, L.P. GRANITE ASSOCIATES 401(K) PLAN | LIBERTY NY | 111 | $34.7M | $1.6M |
| 5 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $814K |
| 6 | MIDWEST EYE INSTITUTE, P.C. MIDWEST EYE INSTITUTE, P.C. 401(K) PLAN | CARMEL IN | 136 | $53.3M | $700K |
