Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fid Freedom Index 2030 Premier Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | TRILOGY MEDWASTE, INC TRILOGY MEDWASTE 401(K) PLAN | HOUSTON TX | 364 | $6.3M | $642K |
| 2 | TESSERA THERAPEUTICS, INC TESSERA THERAPEUTICS, INC 401(K) PLAN | SOMERVILLE MA | 308 | $19.2M | $369K |
| 3 | TORNADO BUS COMPANY TORNADO AND EL EXPRESO BUS COMPANY 401(K) PLAN |
DALLAS TX |
| 354 |
| $534K |
| $107K |
| 4 | CHEMENCE, INC. CHEMENCE, INC.401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 224 | $5.6M | $98K |
| 5 | ARCHITECTURAL FABRICATION, INC ARCHITECTURAL FABRICATION, INC 401(K) PLAN | FORT WORTH TX | 171 | $3.0M | $77K |
| 6 | ENGINEERED LOGISTICS LLC CLEVELAND LOGISTICS COMPANY LLC 401K | CLEVELAND OH | 288 | $403K | $53K |
| 7 | CORE DC LLC CORE DC LLC | WASHINGTON DC | 159 | $430K | $8K |
