Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fid Freedom 2055 K6 in their Schedule of Assets, totaling $96.8M 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 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $28.4M |
| 2 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $14.3M |
| 3 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN |
KENNETT SQUARE PA |
| 632 |
| $234.3M |
| $9.7M |
| 4 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $4.2M |
| 5 | THRASIO, LLC THRASIO 401(K) PLAN | WALPOLE MA | 204 | $23.1M | $4.0M |
| 6 | PROCEPT BIOROBOTICS CORPORATION PROCEPT BIOROBOTICS CORPORATION 401(K) PLAN | SAN JOSE CA | 736 | $38.9M | $3.3M |
| 7 | DENT NEUROLOGIC GROUP DENT NEUROLOGIC GROUP 401(K) PLAN | AMHERST NY | 517 | $52.2M | $3.2M |
| 8 | OPTORO, INC. OPTORO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 103 | $17.3M | $3.0M |
| 9 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN | MADISON WI | 276 | $101.7M | $2.7M |
| 10 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $2.2M |
