Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity Freedom 2020 K6 in their Schedule of Assets, totaling $51.7M 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 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $24.5M |
| 2 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $8.2M |
| 3 | V-T INDUSTRIES, INC. |
HOLSTEIN IA |
| 1,739 |
| $110.6M |
| $7.9M |
| 4 | PHIBRO ANIMAL HEALTH CORPORATION PHIBRO ANIMAL HEALTH CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | TEANECK NJ | 974 | $175.5M | $5.0M |
| 5 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $2.1M |
| 6 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $1.5M |
| 7 | FMS FINANCIAL MANAGEMENT SERVICES, LLC FMS 401(K) PLAN | FORT LAUDERDALE FL | 250 | $21.0M | $1.4M |
| 8 | FOX-ROWDEN-MCBRAYER, LLC FRM 401(K) RETIREMENT PLAN | BUFORD GA | 200 | $21.2M | $529K |
| 9 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $317K |
| 10 | T BANK, N.A. T BANK, N.A. EMPLOYEE SAVINGS PLAN | DALLAS TX | 172 | $14.6M | $149K |
