Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fid Freedom 2065 K6 in their Schedule of Assets, totaling $15.7M 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 | SOUTHWORTH-MILTON INC MILTON CAT 401(K) PLAN | MILFORD MA | 1,381 | $156.8M | $3.6M |
| 2 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $1.9M |
| 3 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN |
WICHITA KS |
| 1,102 |
| $70.2M |
| $1.7M |
| 4 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $1.3M |
| 5 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $1.0M |
| 6 | EAGLE FAMILY FOODS GROUP LLC EAGLE FAMILY FOODS GROUP LLC 401(K) PLAN | CLEVELAND OH | 448 | $26.5M | $765K |
| 7 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $725K |
| 8 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $494K |
| 9 | MATE PRECISION TECHNOLOGIES MATE PRECISION TECHNOLOGIES EMPLOYEE RETIREMENT SAVINGS PLAN | ANOKA MN | 265 | $83.6M | $460K |
| 10 | THRASIO, LLC THRASIO 401(K) PLAN | WALPOLE MA | 204 | $23.1M | $405K |
