Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company Fid Freedom 2015 K in their Schedule of Assets, totaling $4.4M 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 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS TX | 10,824 | $855.1M | $2.0M |
| 2 | LANGLEY & BANACK, INC. LANGLEY & BANACK, INCORPORATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 151 | $33.8M | $1.4M |
| 3 | AMERICAN HEALTH COMPANIES LLC |
PARSONS TN |
| 3,462 |
| $55.2M |
| $358K |
| 4 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $323K |
| 5 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $240K |
| 6 | NATUS MEDICAL INCORPORATED NATUS MEDICAL INCORPORATED 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 643 | $124.3M | $75K |
