Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FID Freedom 2070 K Mutual fund in their Schedule of Assets, totaling $113K 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $65K |
| 2 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $34K |
| 3 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN |
ITHACA NY |
| 12,904 |
| $2.4B |
| $4K |
| 4 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $4K |
| 5 | TRUMBULL INDUSTRIES, INC. TRUMBULL INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING PLAN | WARREN OH | 260 | $19.0M | $1K |
| 6 | CUSTOM HOUSE HOTEL CO., LTD. DBA PORTOLA HOTEL & S PORTOLA HOTEL & SPA AT MONTEREY BAY 401(K) PLAN | MONTEREY CA | 337 | $7.9M | $1K |
| 7 | SIMON ROOFING & SHEET METAL CORP SIMON ROOFING & SHEET METAL CORP 401K PROFIT SHARING | YOUNGSTOWN OH | 469 | $32.6M | $1K |
| 8 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $1K |
