Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2065 K6 in their Schedule of Assets, totaling $875K 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 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $223K |
| 2 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $192K |
| 3 | HEARING CARE SOLUTIONS INC HEARING CARE SOLUTIONS INC - 401K |
GREENWOOD VILLAGE CO |
| 155 |
| $1.4M |
| $143K |
| 4 | SUNDANCE SQUARE MANAGEMENT, LLC SUNDANCE SQUARE 401(K) PLAN | FORT WORTH TX | 114 | $4.8M | $128K |
| 5 | AMERICAN AUTOMATIC SPRINKLER COM AMERICAN AUTOMATIC SPRINKLER CO. RETIREMENT PLAN | FAIRFAX VA | 182 | $13.6M | $80K |
| 6 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $61K |
| 7 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $18K |
| 8 | ASPEN LODGING GROUP LLC PROVENANCE HOTELS EMPLOYEE 401(K) PLAN AND TRUST | KETCHUM ID | 9 | $3.6M | $16K |
| 9 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $10K |
| 10 | PAIN MANAGEMENT SOLUTIONS, LLC. PAIN MANAGEMENT SOLUTIONS, LLC 401(K) PS PLAN AND TRUST | ANNAPOLIS MD | 737 | $33.4M | $3K |
