Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management Trust Company FID FREEDOM 2065 K6 in their Schedule of Assets, totaling $630K 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 | SAFEGUARD WORLD INTERNATIONAL LLC SAFEGUARD GLOBAL 401(K) PLAN | WESTLAKE HILLS TX | 132 | $10.3M | $204K |
| 2 | VEHICLE LEASING HOLDINGS, LLC HERNCO 401(K) PLAN | FARMERS BRANCH TX | 426 | $22.5M | $141K |
| 3 | LIPSEYS, L.L.C. LIPSEYS, L.L.C. 401K PLAN |
| 157 |
| $29.1M |
| $127K |
| 4 | TRACE SYSTEMS INC. TRACE SYSTEMS INC. 401(K) PLAN | MCLEAN VA | 387 | $35.0M | $107K |
| 5 | STARK CARPET CORP. STARK CARPET CORP. 401(K) PLAN | NEW YORK NY | 760 | $34.7M | $50K |
