Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisors Freedom 2060 Fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOCH SERVICES, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,274 | $57.3M | $525K |
| 2 | STAN KOCH & SONS TRUCKING, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,435 | $53.6M | $380K |
| 3 | ROGERS ENTERPRISES, INC. |
MATTESON IL |
| 374 |
| $16.1M |
| $76K |
| 4 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 178 | $30.0M | $30K |