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 2030 K in their Schedule of Assets, totaling $39.1M 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 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $5.8M |
| 2 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $5.0M |
| 3 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. |
WALTHAM MA |
| 342 |
| $55.6M |
| $4.6M |
| 4 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $3.7M |
| 5 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $2.6M |
| 6 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $2.5M |
| 7 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $2.5M |
| 8 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $2.2M |
| 9 | INMAN MILLS INMAN MILLS 401(K) RETIREMENT SAVINGS PLAN | INMAN SC | 506 | $16.5M | $2.1M |
| 10 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $2.0M |
