Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding FID Freedom 2065 K in their Schedule of Assets, totaling $11.1M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $4.4M |
| 2 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $649K |
| 3 | PREDICTIVE INDEX, LLC |
WESTWOOD MA |
| 219 |
| $30.9M |
| $622K |
| 4 | PAXTON MEDIA GROUP LLC PAXTON MEDIA GROUP LLC EMPLOYEE RETIREMENT SAVING | PADUCAH KY | 876 | $60.6M | $537K |
| 5 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $394K |
| 6 | THE INSTITUTE FOR APPLIED NETWORK SECURITY THE INSTITUTE FOR APPLIED NETWORK SECURITY 401(K) PLAN | BOSTON MA | 200 | $14.6M | $375K |
| 7 | BGB COMMUNICATIONS, LLC BGB COMMUNICATIONS LLC 401(K) PLAN | NEW YORK NY | 423 | $51.2M | $373K |
| 8 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $358K |
| 9 | STANADYNE LLC STANADYNE LLC SAVINGS PLUS PLAN | JACKSONVILLE SC | 418 | $62.9M | $317K |
| 10 | DLC MANAGEMENT CORPORATION DLC MANAGEMENT 401(K) PLAN | ELSMFORD NY | 143 | $14.6M | $312K |
