Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity** FID FREEDOM 2065 K in their Schedule of Assets, totaling $15.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $4.5M |
| 2 | EFFINGHAM EQUITY EFFINGHAM EQUITY SAVINGS PLAN & TRUST | EFFINGHAM IL | 617 | $80.0M | $1.9M |
| 3 | TCAG, INC. TUTTLE-CLICK AUTOMOTIVE GROUP RETIREMENT PLAN |
IRVINE CA |
| 1,320 |
| $101.0M |
| $1.7M |
| 4 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $1.1M |
| 5 | LASERFICHE/COMPULINK MANAGEMENT CENTER, INC. LASERFICHE 401(K) PLAN | LONG BEACH CA | 241 | $94.0M | $1.1M |
| 6 | SKIDMORE, OWINGS & MERRILL LLP SKIDMORE, OWINGS & MERRILL LLP 401(K) SAVINGS PLAN | CHICAGO IL | 837 | $286.0M | $1.1M |
| 7 | ASHTABULA COUNTY MEDICAL CENTER ACMC SYSTEM SAVINGS INVESTMENT PLAN | ASHTABULA OH | 1,488 | $106.3M | $826K |
| 8 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $733K |
| 9 | PATHSTONE PATHSTONE 401(K) PLAN | ATLANTA GA | 596 | $53.2M | $487K |
| 10 | URBAN ATELIER GROUP, LLC URBAN ATELIER 401(K) PLAN | NEW YORK NY | 166 | $26.8M | $435K |
