Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Freedom 2020 K Fund in their Schedule of Assets, totaling $5.5M 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 | AMERANT BANK, N.A. AMERANT BANK, N.A. RETIREMENT BENEFITS PLAN | CORAL GABLES FL | 720 | $141.6M | $1.9M |
| 2 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CHARLEROI PA | 512 | $26.1M | $1.8M |
| 3 | TRUMP PAYROLL CORP. |
NEW YORK NY |
| 1,173 |
| $75.0M |
| $1.6M |
| 4 | THE MORTGAGE FIRM, INC. THE MORTGAGE FIRM, INC. 401(K) PLAN | ALTAMONTE SPRINGS FL | 327 | $31.2M | $244K |
