Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fid Freedom 2050 Mutual Funds in their Schedule of Assets, totaling $989K 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 | SF MOTORS, INC. SF MOTORS 401(K) PLAN | MILPITAS CA | 42 | $12.3M | $811K |
| 2 | CAL-COMP USA CAL-COMP USA 401(K) AND PROFIT SHARING PLAN | CARLSBAD CA | 76 | $11.1M | $90K |
| 3 | MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN |
ROCHESTER NY |
| 170 |
| $25.2M |
| $88K |
