Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding FID FREEDOM 2040 K6 Registered Investment Company ± in their Schedule of Assets, totaling $79.0M 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 | $35.8M |
| 2 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $11.9M |
| 3 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN |
HOBOKEN NJ |
| 224 |
| $122.0M |
| $6.5M |
| 4 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN | SAN FRANCISCO CA | 533 | $80.9M | $4.5M |
| 5 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $3.1M |
| 6 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $2.9M |
| 7 | INHIBRX BIOSCIENCES, INC. INHIBRX BIOSCIENCES, INC 401(K) PLAN | SAN DIEGO CA | 159 | $19.7M | $2.3M |
| 8 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $2.1M |
| 9 | FRIEDMAN INDUSTRIED, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN | LONGVIEW TX | 240 | $11.9M | $2.0M |
| 10 | PROSCIENTO, INC. PROSCIENTO, INC. 401(K) PLAN | CHULA VISTA CA | 250 | $13.8M | $1.4M |
