Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fid Freedom Inc K6 in their Schedule of Assets, totaling $13.0M 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 | $9.0M |
| 2 | ASCENDIUM EDUCATION GROUP, INC. ASCENDIUM EDUCATION GROUP, INC. 401(K) PLAN | MADISON WI | 276 | $101.7M | $626K |
| 3 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN |
WEST POINT MS |
| 346 |
| $78.1M |
| $610K |
| 4 | COMTECH TELECOMMUNICATIONS CORP. COMTECH TELECOMMUNICATIONS CORP. 401(K) PLAN | MELVILLE NY | 1,156 | $346.5M | $527K |
| 5 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $371K |
| 6 | TRIPADVISOR LLC TRIPADVISOR RETIREMENT SAVINGS PLAN | NEEDHAM MA | 999 | $305.5M | $364K |
| 7 | SHERWOOD CONSTRUCTION CO., INC. SHERWOOD CONSTRUCTION CO. INC. SAVINGS AND PROFIT SHARING PLAN | WICHITA KS | 1,102 | $70.2M | $342K |
| 8 | MATE PRECISION TECHNOLOGIES MATE PRECISION TECHNOLOGIES EMPLOYEE RETIREMENT SAVINGS PLAN | ANOKA MN | 265 | $83.6M | $235K |
| 9 | HARBOURVEST PARTNERS, LLC HARBOURVEST PARTNERS, LLC 401(K) PLAN | BOSTON MA | 941 | $225.8M | $200K |
| 10 | JOHNSON-DAVIS INCORPORATED JOHNSON-DAVIS INCORPORATED SAVINGS & RETIREMENT PLAN | LANTANA FL | 140 | $12.3M | $192K |
