Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID Freedom 2035 K6 Mutual Funds in their Schedule of Assets, totaling $65.3M 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 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $51.5M |
| 2 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN | CUMBERLAND RI | 93 | $40.1M | $3.8M |
| 3 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN |
EPHRATA PA |
| 303 |
| $33.0M |
| $3.6M |
| 4 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN | ROANOKE VA | 325 | $51.5M | $2.2M |
| 5 | DILLON AERO, INC. DILLON AERO, INC. 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 159 | $11.7M | $2.1M |
| 6 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $1.5M |
| 7 | NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN | ANAHEIM CA | 176 | $19.0M | $488K |
