Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FIDELITY FIDELITY ADV FREEDOM 2030 K6 MUTUAL FUND SHARES 0 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA EMPLOYEES SAVINGS AND RETIREMENT PLAN | PHILADELPHIA PA | 194 | $8.2M | $459K |
| 2 | HERITAGE PRODUCTS INC. HERITAGE PRODUCTS INC. RETIREMENT SAVINGS PLAN | CRAWFORDSVILLE IN | 149 | $7.5M | $279K |
| 3 | TEXAS COMMUNITY BANK |
LAREDO TX |
| 223 |
| $6.9M |
| $137K |
