Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity** FID FREEDOM 2020 K in their Schedule of Assets, totaling $55.5M 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 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $18.4M |
| 2 | ADELPHI UNIVERSITY ADELPHI UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | GARDEN CITY NY | 1,256 | $473.2M | $6.5M |
| 3 | ASHTABULA COUNTY MEDICAL CENTER |
ASHTABULA OH |
| 1,488 |
| $106.3M |
| $4.5M |
| 4 | NATIONAL INDUSTRIES FOR THE BLIND DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL INDUSTRIES | ALEXANDRIA VA | 175 | $40.8M | $3.8M |
| 5 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $2.8M |
| 6 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $2.6M |
| 7 | TCAG, INC. TUTTLE-CLICK AUTOMOTIVE GROUP RETIREMENT PLAN | IRVINE CA | 1,320 | $101.0M | $2.4M |
| 8 | SKIDMORE, OWINGS & MERRILL LLP SKIDMORE, OWINGS & MERRILL LLP 401(K) SAVINGS PLAN | CHICAGO IL | 837 | $286.0M | $2.2M |
| 9 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $2.0M |
| 10 | EFFINGHAM EQUITY EFFINGHAM EQUITY SAVINGS PLAN & TRUST | EFFINGHAM IL | 617 | $80.0M | $1.6M |
