Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2065 K in their Schedule of Assets, totaling $2.3M 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 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $402K |
| 2 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $302K |
| 3 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN |
| 347 |
| $14.7M |
| $239K |
| 4 | RIDER LEVETT BUCKNALL LTD RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 213 | $23.5M | $191K |
| 5 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. | WALTHAM MA | 342 | $55.6M | $177K |
| 6 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $160K |
| 7 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $142K |
| 8 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $122K |
| 9 | CLAYTON H. LANDIS COMPANY, INC. CLAYTON H. LANDIS COMPANY, INC. 401(K) RETIREMENT PLAN | SOUDERTON PA | 121 | $30.2M | $117K |
| 10 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $116K |
