Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fid Freedom Inc K in their Schedule of Assets, totaling $3.0M 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 | $670K |
| 2 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $606K |
| 3 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. |
WALTHAM MA |
| 342 |
| $55.6M |
| $555K |
| 4 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $338K |
| 5 | RIDER LEVETT BUCKNALL LTD RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 213 | $23.5M | $272K |
| 6 | CHARLES RIVER ANALYTICS INC. CHARLES RIVER ANALYTICS PROFIT SHARING PLAN | CAMBRIDGE MA | 145 | $70.3M | $260K |
| 7 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $168K |
| 8 | SYNEREN TECHNOLOGIES CORPORATION SYNEREN TECHNOLOGIES CORPORATION 401(K) PLAN | VIENNA VA | 114 | $9.6M | $85K |
| 9 | PRAYON, INC. PRAYON, INC. 401(K) AND PROFIT INCENTIVE PLAN | AUGUSTA GA | 174 | $32.7M | $35K |
| 10 | FIRST COMMERCIAL BANK USA F.C.B. 401(K) PLAN | ALHAMBRA CA | 152 | $25.3M | $19K |
