Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity** Fidelity Freedom 2020 Fund K in their Schedule of Assets, totaling $2.3M 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 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. PENSION PLAN | CHARLEROI PA | 504 | $22.7M | $1.8M |
| 2 | WHEATON VAN LINES, INC. WHEATON VAN LINES, INC. & SUBSIDIARIES 401(K) PLAN | INDIANAPOLIS IN | 114 | $30.2M | $238K |
| 3 | ALBOURNE AMERICA LLC |
SAN FRANCISCO CA |
| 123 |
| $20.3M |
| $124K |
| 4 | WESSELS COMPANY WESSELS COMPANY EMPLOYEES' SAVINGS AND INVESTMENT PLAN | GREENWOOD IN | 132 | $5.0M | $47K |
| 5 | FREEWAY CORPORATION FREEWAY CORPORATION RETIREMENT PLAN | CLEVELAND OH | 160 | $11.9M | $37K |
