Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity** FID FREEDOM 2015 K in their Schedule of Assets, totaling $19.7M 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 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $6.3M |
| 2 | ADELPHI UNIVERSITY ADELPHI UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | GARDEN CITY NY | 1,256 | $473.2M | $3.7M |
| 3 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. |
NEW YORK NY |
| 773 |
| $138.3M |
| $1.3M |
| 4 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $1.2M |
| 5 | NATIONAL INDUSTRIES FOR THE BLIND DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL INDUSTRIES | ALEXANDRIA VA | 175 | $40.8M | $1.1M |
| 6 | COASTAL BEVERAGE COMPANY, INC. COASTAL BEVERAGE COMPANY, INC. PROFIT SHARING/401(K) PLAN | WILMINGTON NC | 550 | $27.1M | $1.1M |
| 7 | ASHTABULA COUNTY MEDICAL CENTER ACMC SYSTEM SAVINGS INVESTMENT PLAN | ASHTABULA OH | 1,488 | $106.3M | $851K |
| 8 | PACE UNIVERSITY PACE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | VALHALLA NY | 2,350 | $881.5M | $587K |
| 9 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $580K |
| 10 | SPOKANE INDUSTRIES, INC. SPOKANE INDUSTRIES, INC. EMPLOYEE THRIFT PLAN | SPOKANE WA | 95 | $6.1M | $468K |
