Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Freedom Income Fund Class K6 in their Schedule of Assets, totaling $422K 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 | BGE, LTD. BRADFORD GROUP 401(K) PLAN | NILES IL | 462 | $126.2M | $298K |
| 2 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $62K |
| 3 | RCM INDUSTRIES, INC RCM INDUSTRIES, INC. 401(K) AND PROFIT SHARING PLAN |
FRANKLIN PARK IL |
| 480 |
| $28.4M |
| $61K |
