Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID FREEDOM 2065 K6 Registered investment companies in their Schedule of Assets, totaling $3.5M 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 | SUMMA HEALTH SUMMA HEALTH 403(B) RETIREMENT SAVINGS PLAN | AKRON OH | 4,479 | $855.2M | $3.1M |
| 2 | ZOHO CORPORATION ZOHO CORPORATION 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 268 | $18.4M | $226K |
| 3 | MARCH OF DIMES INC. MARCH OF DIMES, INC. 403(B) PLAN |
ARLINGTON VA |
| 359 |
| $76.1M |
| $168K |
