Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Fid Freedom INC K6 in their Schedule of Assets, totaling $3.8M 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 | DRUG PLASTICS & GLASS COMPANY, INC. DRUG PLASTICS & GLASS COMPANY, INC. 401(K) PROFIT SHARING PLAN | BOYERTOWN PA | 840 | $79.7M | $1.8M |
| 2 | TAHARI LLC TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 78 | $15.0M | $1.4M |
| 3 | LAYTON CONSTRUCTION COMPANY, LLC |
SANDY UT |
| 1,372 |
| $153.7M |
| $248K |
| 4 | COUNTRY LIFE, LLC COUNTRY LIFE, LLC 401(K) PLAN | HAUPPAUGE NY | 168 | $10.9M | $189K |
| 5 | PEAK6 INSURTECH SERVICES LLC PEAK6 INSURTECH SERVICES 401(K) PLAN | CHICAGO IL | 402 | $15.1M | $39K |
| 6 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $31K |
| 7 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $23K |
| 8 | GESA CREDIT UNION GESA CREDIT UNION 401(K) PLAN AND TRUST | RICHLAND WA | 831 | $41.1M | $15K |
| 9 | EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC EAST LAKE ALLIED HEALTH PROFESSIONAL STAFFING, LLC 401(K) PLAN | JACKSONVILLE FL | 225 | $16.6M | $14K |
| 10 | CYRQ ENERGY, LLC CYRQ ENERGY 401(K) PLAN | SALT LAKE CITY UT | 122 | $12.6M | $3K |
