Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity Fid Freedom 2065 K6 ^ in their Schedule of Assets, totaling $29.5M 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 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $21.2M |
| 2 | S. EMERSON GROUP, INC. THE EMERSON GROUP RETIREMENT PLAN | WAYNE PA | 255 | $86.4M | $2.2M |
| 3 | SCANSOURCE, INC. SCANSOURCE, INC. 401(K) PLAN |
GREENVILLE SC |
| 1,439 |
| $225.4M |
| $1.2M |
| 4 | PHOENIX REHABILITATION AND HEALTH SERVICES, INC. PHOENIX REHABILITATION AND HEALTH SERVICES, INC. 401(K) PLAN | CRANBERRY TOWNSHIP PA | 900 | $46.2M | $885K |
| 5 | SHARED STAFFING SERVICES, LLC SHARED STAFFING SERVICES, LLC 401(K) PLAN | SCOTTSDALE AZ | 1,558 | $27.4M | $591K |
| 6 | REINAUER TRANSPORTATION COMPANIES, LLC REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3 | STATEN ISLAND NY | 427 | $74.6M | $466K |
| 7 | REDSAIL TECHNOLOGIES, LLC REDSAIL TECHNOLOGIES, LLC RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 821 | $136.7M | $445K |
| 8 | FORGE RESOURCES GROUP FORGE RESOURCE GROUP 401(K) PLAN | DEKALB IL | 187 | $14.9M | $421K |
| 9 | MARVIN ENGINEERING CO., INC. MARVIN ENGINEERING CO., INC. 401(K) PLAN | INGLEWOOD CA | 1,085 | $55.4M | $419K |
| 10 | JIM BURKE FORD JIM BURKE FORD 401(K) PLAN | BAKERSFIELD CA | 290 | $28.8M | $384K |
