Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2060 K6 in their Schedule of Assets, totaling $5.2M 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 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $2.1M |
| 2 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $977K |
| 3 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN |
EAU CLAIRE WI |
| 351 |
| $10.4M |
| $357K |
| 4 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $248K |
| 5 | FARMER BOYS FOOD INC. FARMER BOYS 401(K) RETIREMENT PLAN | RIVERSIDE CA | 226 | $1.3M | $243K |
| 6 | SUNDANCE SQUARE MANAGEMENT, LLC SUNDANCE SQUARE 401(K) PLAN | FORT WORTH TX | 114 | $4.8M | $231K |
| 7 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $225K |
| 8 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $224K |
| 9 | OUR FARMLANDS, LLC FARMER BOYS AFFILIATES 401(K) RETIREMENT PLAN | RIVERSIDE CA | 172 | $509K | $213K |
| 10 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $181K |
