Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FID FREEDOM INC K6 Registered Investment Company ± in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $1.5M |
| 2 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $522K |
| 3 | IRHYTHM TECHNOLOGIES IRHYTHM TECHNOLOGIES 401(K) PLAN |
SAN FRANCISCO CA |
| 1,762 |
| $133.0M |
| $340K |
| 4 | SUMITOMO MITSUI TRUST BANK (U.S.A.) LIMITED SMTBUSA 401(K) PLAN | HOBOKEN NJ | 224 | $122.0M | $333K |
| 5 | PHILLIPS INDUSTRIES, INC. PHILLIPS INDUSTRIES RETIREMENT PLAN | SANTA FE SPRINGS CA | 223 | $26.5M | $257K |
| 6 | SUMITOMO MITSUI TRUST BANK, LIMITED SMTBNY 401(K) PLAN | NEW YORK NY | 260 | $91.4M | $112K |
| 7 | PACIFIC WOODTECH CORPORATION PACIFIC WOODTECH CORPORATION 401(K) PLAN | BURLINGTON WA | 467 | $27.2M | $73K |
| 8 | INTERIOR ARCHITECTS INC. IA 401(K) PLAN | SAN FRANCISCO CA | 533 | $80.9M | $51K |
| 9 | ONLINE RADIOLOGY MEDICAL GROUP, INC. ONRAD, INC. 401(K) PLAN | RIVERSIDE CA | 181 | $14.8M | $22K |
| 10 | KLIK TECHNOLOGIES, CORP. CHECKALT 401(K) PLAN | VALLEY COTTAGE NY | 206 | $8.8M | $19K |
