Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2025 K in their Schedule of Assets, totaling $26.7M 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 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $5.6M |
| 2 | RIDER LEVETT BUCKNALL LTD RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 213 | $23.5M | $3.1M |
| 3 | GRAND CIRCLE LLC |
BOSTON MA |
| 541 |
| $74.1M |
| $2.8M |
| 4 | INMAN MILLS INMAN MILLS 401(K) RETIREMENT SAVINGS PLAN | INMAN SC | 506 | $16.5M | $2.6M |
| 5 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $1.9M |
| 6 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $1.8M |
| 7 | FIRST COMMERCIAL BANK USA F.C.B. 401(K) PLAN | ALHAMBRA CA | 152 | $25.3M | $1.7M |
| 8 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $1.5M |
| 9 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $1.1M |
| 10 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $1.0M |
