Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Freedom 2020 Mutual Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VOLUNTEER BEHAVIORAL HEALTH CARE SYSTEM VOLUNTEER BEHAVIORAL HEALTH SALARY REDUCTION PROFIT SHARING PLAN | CHATTANOOGA TN | 1,105 | $19.6M | $1.4M |
| 2 | ELWOOD STAFFING SERVICES, INC. ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN | COLUMBUS IN | 13,000 | $35.0M | $610K |
| 3 | UNITED STEEL, INC. |
EAST HARTFORD CT |
| 173 |
| $13.4M |
| $558K |
| 4 | SCHEURER HOSPITAL SCHEURER HOSPITAL EMPLOYEES RETIREMENT PLAN | PIGEON MI | 560 | $68.6M | $528K |
| 5 | LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST | WYOMING MN | 262 | $13.5M | $249K |
| 6 | S.W. RODGERS COMPANY, INC. S.W. RODGERS CO., INC. 401(K)/PROFIT SHARING PLAN | GAINESVILLE VA | 221 | $41.4M | $161K |
