Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2025 K6 in their Schedule of Assets, totaling $7.1M 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 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $2.7M |
| 2 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $802K |
| 3 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN |
ANCHORAGE AK |
| 237 |
| $14.9M |
| $672K |
| 4 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $562K |
| 5 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $476K |
| 6 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $430K |
| 7 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $324K |
| 8 | SUNDANCE SQUARE MANAGEMENT, LLC SUNDANCE SQUARE 401(K) PLAN | FORT WORTH TX | 114 | $4.8M | $285K |
| 9 | JUST PLAY, LLC JUST PLAY LLC 401(K) PLAN | BOCA RATON FL | 283 | $23.7M | $237K |
| 10 | AMERICAN AUTOMATIC SPRINKLER COM AMERICAN AUTOMATIC SPRINKLER CO. RETIREMENT PLAN | FAIRFAX VA | 182 | $13.6M | $237K |
