Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FID FREEDOM 2030 K N/A in their Schedule of Assets, totaling $3.9M 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 | NEXTPOINT GROUP, LLC NEXTPOINT GROUP, LLC 401(K) PLAN | CHANTILLY VA | 250 | $45.2M | $1.7M |
| 2 | AMERICAN FARMERS & RANCHERS MUTUAL INS. AMERICAN FARMERS & RANCHERS MUTUAL INSURANCE COMPANY 401(K) PLAN | OKLAHOMA CITY OK | 165 | $22.6M | $1.4M |
| 3 | ACTBLUE, LLC ACTBLUE LLC 401(K) PLAN |
SOMERVILLE MA |
| 309 |
| $35.8M |
| $490K |
| 4 | HF RUBBER MACHINERY, INC. HF RUBBER MACHINERY 401(K) PLAN | TOPEKA KS | 95 | $8.9M | $289K |
