Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding FID FREEDOM 2070 K6 in their Schedule of Assets, totaling $7.0M 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 | $6.9M |
| 2 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $20K |
| 3 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN |
WICHITA KS |
| 1,102 |
| $70.2M |
| $15K |
| 4 | EAGLE FAMILY FOODS GROUP LLC EAGLE FAMILY FOODS GROUP LLC 401(K) PLAN | CLEVELAND OH | 448 | $26.5M | $3K |
| 5 | CDM FITNESS HOLDINGS, LLC CDM HOLDINGS, LLC 401(K) PLAN | FRANKLIN MA | 432 | $3.7M | $3K |
| 6 | GREAT CENTRAL LUMBER COMPANY MILLMAN COMPANIES PROFIT SHARING PLAN | ST. LOUIS MO | 403 | $39.2M | $767 |
| 7 | EXTRUSION SOLUTIONS PARTNERS, LLC EXTRUSION SOLUTIONS PARTNERS, LLC RETIREMENT SAVINGS PLAN | YORK PA | 155 | $17.8M | $670 |
| 8 | HUB FOLDING BOX COMPANY, INC. HUB FOLDING BOX COMPANY UNION MEMBERS 401(K) SAVINGS PLAN | MANSFIELD MA | 120 | $7.7M | $612 |
| 9 | WINPAK PORTION PACKAGING, INC. WINPAK PORTION PACKAGING, INC. 401(K) THRIFT SAVINGS PLAN | SAUK VILLAGE IL | 670 | $74.4M | $581 |
| 10 | DENT NEUROLOGIC GROUP DENT NEUROLOGIC GROUP 401(K) PLAN | AMHERST NY | 517 | $52.2M | $505 |
