Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity FRDM BLD 2065 K6 in their Schedule of Assets, totaling $2.9M 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 | COTTAGE HEALTH MYFUTURE 401(K) RETIREMENT SAVINGS PLAN | SANTA BARBARA CA | 2,610 | $102.0M | $2.7M |
| 2 | AIDA-AMERICA CORPORATION AIDA-AMERICA CORPORATION SAVINGS PLAN | DAYTON OH | 147 | $27.8M | $92K |
| 3 | COTTAGE HEALTH COTTAGE HEALTH 403(B) RETIREMENT SAVINGS PLAN |
SANTA BARBARA CA |
| 1,988 |
| $67.0M |
| $62K |
| 4 | HMTX INDUSTRIES LLC HMTX INDUSTRIES LLC 401(K) PLAN | NORWALK CT | 208 | $23.1M | $59K |
