Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding FID FREEDOM 2065 K6 Registered Investment Company ± in their Schedule of Assets, totaling $6.5M 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 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 1,762 | $133.0M | $1.7M |
| 2 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $1.1M |
| 3 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN | SAN FRANCISCO |
| 533 |
| $80.9M |
| $469K |
| 4 | FRIEDMAN INDUSTRIED, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN | LONGVIEW TX | 240 | $11.9M | $466K |
| 5 | INHIBRX BIOSCIENCES, INC. INHIBRX BIOSCIENCES, INC 401(K) PLAN | SAN DIEGO CA | 159 | $19.7M | $400K |
| 6 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $375K |
| 7 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $364K |
| 8 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $355K |
| 9 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $338K |
| 10 | LUMINATE HOME LOANS, INC. LUMINATE HOME LOANS RETIREMENT PLAN | MINNEAPOLIS MN | 656 | $25.2M | $336K |
