Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fid Freedom 2065 K6 Mutual fund in their Schedule of Assets, totaling $14.3M 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 | RAVAGO AMERICAS, LLC RAVAGO AMERICAS 401(K) SAVINGS AND PROFIT SHARING PLAN | ORLANDO FL | 2,291 | $273.9M | $1.7M |
| 2 | AMPLITUDE, INC. AMPLITUDE, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 562 | $44.5M | $1.6M |
| 3 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN |
WHITE BEAR LAKE MN |
| 663 |
| $149.6M |
| $1.5M |
| 4 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $1.3M |
| 5 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $732K |
| 6 | WPENGINE, INC. WP ENGINE RETIREMENT PLAN | AUSTIN TX | 684 | $72.0M | $708K |
| 7 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $638K |
| 8 | RADY CHILDREN'S PHYSICIAN MANAGEMENT SERVICES, INC. RADY CHILDREN'S PHYSICIAN MANAGEMENT SERVICES, INC. 401(K) PLAN | SAN DIEGO CA | 605 | $23.4M | $540K |
| 9 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $494K |
| 10 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $488K |
