Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2015 K in their Schedule of Assets, totaling $3.4M 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 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $2.0M |
| 2 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $365K |
| 3 | CLAYTON H. LANDIS COMPANY, INC. |
SOUDERTON PA |
| 121 |
| $30.2M |
| $283K |
| 4 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $225K |
| 5 | FIRST COMMERCIAL BANK USA F.C.B. 401(K) PLAN | ALHAMBRA CA | 152 | $25.3M | $133K |
| 6 | INMAN MILLS INMAN MILLS 401(K) RETIREMENT SAVINGS PLAN | INMAN SC | 506 | $16.5M | $133K |
| 7 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $86K |
| 8 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $71K |
| 9 | SYNEREN TECHNOLOGIES CORPORATION SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN | VIENNA VA | 114 | $9.6M | $47K |
| 10 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $20K |
