Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fid Freedom 2060 K6 Mutual fund in their Schedule of Assets, totaling $47.3M 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 | AMPLITUDE, INC. AMPLITUDE, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 562 | $44.5M | $7.3M |
| 2 | WPENGINE, INC. WP ENGINE RETIREMENT PLAN | AUSTIN TX | 684 | $72.0M | $6.1M |
| 3 | YETI HOLDINGS, INC. YETI COOLERS, LLC RETIREMENT PLAN | AUSTIN |
| 1,132 |
| $58.4M |
| $4.5M |
| 4 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $3.8M |
| 5 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $2.9M |
| 6 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $2.0M |
| 7 | KING STREET CAPITAL MANAGEMENT, L.P. KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN | NEW YORK NY | 188 | $61.7M | $1.9M |
| 8 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN | DAVENPORT IA | 232 | $30.9M | $1.5M |
| 9 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $1.5M |
| 10 | RADY CHILDREN'S PHYSICIAN MANAGEMENT SERVICES, INC. RADY CHILDREN'S PHYSICIAN MANAGEMENT SERVICES, INC. 401(K) PLAN | SAN DIEGO CA | 605 | $23.4M | $1.5M |
