Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding FID FREEDOM 2035 K6 Registered Investment Company ± in their Schedule of Assets, totaling $60.8M 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 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $17.6M |
| 2 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $10.2M |
| 3 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN |
| 533 |
| $80.9M |
| $6.9M |
| 4 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $5.0M |
| 5 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $3.1M |
| 6 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $3.0M |
| 7 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $2.5M |
| 8 | KYMETA CORPORATION KYMETA CORPORATION RETIREMENT TRUST | REDMOND WA | 205 | $19.8M | $2.3M |
| 9 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $1.9M |
| 10 | TALENTBURST, INC. TALENTBURST, INC. 401K PLAN | NATICK MA | 1,778 | $12.5M | $1.8M |
