Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fid Freedom 2035 K6 in their Schedule of Assets, totaling $133.2M 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 | $29.8M |
| 2 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $12.3M |
| 3 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN |
MADISON WI |
| 276 |
| $101.7M |
| $10.2M |
| 4 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $8.6M |
| 5 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $7.9M |
| 6 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $6.7M |
| 7 | WINPAK PORTION PACKAGING, INC. WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN | SAUK VILLAGE IL | 670 | $74.4M | $4.7M |
| 8 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $4.4M |
| 9 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN | WICHITA KS | 1,102 | $70.2M | $4.1M |
| 10 | EAGLE FAMILY FOODS GROUP LLC EAGLE FAMILY FOODS GROUP LLC 401(K) PLAN | CLEVELAND OH | 448 | $26.5M | $3.7M |
