Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID FREEDOM 2055 Mutual fund in their Schedule of Assets, totaling $38.6M 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 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $23.3M |
| 2 | CRISPR THERAPEUTICS, INC. CRISPR THERAPEUTICS 401(K) RETIREMENT PLAN | BOSTON MA | 398 | $66.7M | $5.9M |
| 3 | JOHNSON LAMBERT LLP JOHNSON LAMBERT LLP 401(K) PLAN |
RALEIGH NC |
| 237 |
| $50.3M |
| $3.0M |
| 4 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $3.0M |
| 5 | HARDWARE RESOURCES, INC. DIMORA BRANDS RETIREMENT PLAN | BOSSIER CITY LA | 793 | $30.9M | $1.3M |
| 6 | PARK COMMUNICATIONS, LLC DBA MILLENNIUM PRINT GROUP MILLENNIUM PRINT GROUP RETIREMENT PLAN | RALEIGH NC | 1,850 | $16.4M | $938K |
| 7 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $570K |
| 8 | S2 ANALYTICAL SOLUTIONS, LLC S2 ANALYTICAL SOLUTIONS, LLC 401(K) AND PS PLAN | HERNDON VA | 226 | $21.0M | $339K |
| 9 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $216K |
| 10 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $110K |
