Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FID FREEDOM 2065 K Mutual fund, dividends reinvested in their Schedule of Assets, totaling $2.0M 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 | ULTEIG ENGINEERS, INC. ULTEIG ENGINEERS, INC. 401(K) PLAN | FARGO ND | 1,320 | $104.7M | $2.0M |
