Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding FID Freedom 2035 K in their Schedule of Assets, totaling $105.4M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $25.4M |
| 2 | THRALL ENTERPRISES, INC. THRALL ENTERPRISES, INC. EMPLOYEE SAVINGS PLAN | CHICAGO IL | 358 | $79.8M | $8.8M |
| 3 | COLOR INTERMEDIATE, LLC COLOR INTERMEDIATE 401(K) SAVINGS PLAN |
NEWTOWN SQUARE PA |
| 355 |
| $52.3M |
| $7.0M |
| 4 | ALHAMBRA HOSPITAL MEDICAL CENTER LP AHMC 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 568 | $68.3M | $4.7M |
| 5 | STANADYNE LLC STANADYNE LLC SAVINGS PLUS PLAN | JACKSONVILLE SC | 418 | $62.9M | $4.5M |
| 6 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $4.3M |
| 7 | VALIANT INTERNATIONAL, INC. VALIANT INTERNATIONAL, INC. DEFERRED COMPENSATION THRIFT PLAN | AUBURN HILLS MI | 133 | $19.1M | $3.6M |
| 8 | MEDICAL CENTER EMERGENCY SERVICES MEDICAL CENTER EMERGENCY SERVICES RETIREMENT SAVINGS THRIFT PLAN | DETROIT MI | 77 | $143.7M | $3.1M |
| 9 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $2.8M |
| 10 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. | MCLEAN VA | 224 | $138.3M | $2.7M |
