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 Inc K in their Schedule of Assets, totaling $2.5M 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 | $1.2M |
| 2 | PORSCHE BUSINESS SERVICES, INC. PORSCHE EMPLOYEE SAVINGS PLAN AND TRUST | ATLANTA GA | 1,063 | $230.9M | $618K |
| 3 | LANGLEY & BANACK, INC. |
SAN ANTONIO TX |
| 151 |
| $33.8M |
| $411K |
| 4 | NATUS MEDICAL INCORPORATED NATUS MEDICAL INCORPORATED 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 643 | $124.3M | $250K |
| 5 | AMERICAN HEALTH COMPANIES LLC AHC 401(K) PROFIT SHARING PLAN | PARSONS TN | 3,462 | $55.2M | $47K |
| 6 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $17K |
