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 2050 K in their Schedule of Assets, totaling $28.8M 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 | $5.7M |
| 2 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $5.3M |
| 3 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN |
CAMBRIDGE MA |
| 145 |
| $70.3M |
| $3.9M |
| 4 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $3.2M |
| 5 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $1.7M |
| 6 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $1.2M |
| 7 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $1.1M |
| 8 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $1.1M |
| 9 | LIGHTOLOGY LLC LIGHTOLOGY LLC 401(K) PLAN | CHICAGO IL | 210 | $7.5M | $1.1M |
| 10 | HF RUBBER MACHINERY, INC. HF RUBBER MACHINERY 401(K) PLAN | TOPEKA KS | 95 | $8.9M | $977K |
