Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Fid Freedom 2035 K Mutual fund - in their Schedule of Assets, totaling $223.5M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $72.4M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $45.0M |
| 3 | SIERRA-CEDAR COMPANIES, LLC |
ALPHARETTA GA |
| 409 |
| $298.1M |
| $15.7M |
| 4 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $10.2M |
| 5 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $9.5M |
| 6 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $8.1M |
| 7 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $5.2M |
| 8 | MORRISETTE PACKAGING, INC. MORRISETTE PACKAGING, INC. PROFIT SHARING PLAN | GREENSBORO NC | 245 | $42.3M | $5.0M |
| 9 | MIDDOUGH INC. MIDDOUGH INC. PROFIT SHARING PLAN | CLEVELAND OH | 385 | $74.0M | $4.2M |
| 10 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $3.5M |
