Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2035 K6 in their Schedule of Assets, totaling $13.7M 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 | AMERICAN AUTOMATIC SPRINKLER COM AMERICAN AUTOMATIC SPRINKLER CO. RETIREMENT PLAN | FAIRFAX VA | 182 | $13.6M | $4.0M |
| 2 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $1.9M |
| 3 | JUST PLAY, LLC JUST PLAY LLC 401(K) PLAN |
BOCA RATON FL |
| 283 |
| $23.7M |
| $1.6M |
| 4 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $1.3M |
| 5 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $1.2M |
| 6 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $871K |
| 7 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $734K |
| 8 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $725K |
| 9 | HEARING CARE SOLUTIONS INC HEARING CARE SOLUTIONS INC - 401K | GREENWOOD VILLAGE CO | 155 | $1.4M | $401K |
| 10 | ARCHITECTURAL WINDOW MANUFACTURI ARCHITECTURAL WINDOW MANUFACTURING CORP.401(K) PROFIT | RUTHERFORD NJ | 228 | $15.5M | $355K |
