Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Fidelity* Fidelity Freedom 2020 Fund in their Schedule of Assets, totaling $41.7M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $9.5M |
| 2 | HEARTLAND EXPRESS, INC. OF IOWA HEARTLAND EXPRESS, INC. OF IOWA 401(K) PLAN | NORTH LIBERTY IA | 2,173 | $102.6M | $3.9M |
| 3 | BY LIGHT PROFESSIONAL IT SERVICES LLC BY LIGHT PROFESSIONAL IT SERVICES LLC 401(K) PLAN |
MCLEAN VA |
| 1,630 |
| $214.5M |
| $3.8M |
| 4 | SOS INTERNATIONAL LLC SOS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 1,695 | $173.7M | $3.8M |
| 5 | ROBINSON HOLDINGS (USA) LTD ROBINSON HOLDINGS (USA) LTD 401(K) PLAN | RUTH NV | 818 | $89.2M | $2.0M |
| 6 | SDI PRESENCE LLC SDI PRESENCE LLC 401(K) PLAN | CHICAGO IL | 355 | $36.7M | $2.0M |
| 7 | INRCORE, LLC INRCORE, LLC RETIREMENT PLAN | BRISTOL PA | 417 | $23.0M | $1.9M |
| 8 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $1.7M |
| 9 | INSTITUTIONAL INVESTOR, LLC EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN | NEW YORK NY | 292 | $98.7M | $1.4M |
| 10 | FRANCISCAN CHILDREN'S FRANCISCAN CHILDREN'S 401(K) PLAN | BRIGHTON MA | 25 | $32.6M | $1.3M |
