Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fid Freedom Inc K Mutual fund - in their Schedule of Assets, totaling $16.3M 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 | $4.8M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $4.3M |
| 3 | WNET AND SUBSIDIARIES |
NEW YORK NY |
| 364 |
| $167.3M |
| $1.2M |
| 4 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $806K |
| 5 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $579K |
| 6 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $486K |
| 7 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $396K |
| 8 | BOSTON FOUNDATION, INC. BOSTON FOUNDATION 403(B) PLAN | BOSTON MA | 126 | $31.2M | $324K |
| 9 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $316K |
| 10 | GOETTSCH PARTNERS, INC. GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN | CHICAGO IL | 47 | $31.9M | $289K |
