Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Freedom 2035 K in their Schedule of Assets, totaling $22.1M 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 | STRADA EDUCATION FOUNDATION, INC. STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 1,169 | $87.8M | $8.6M |
| 2 | THE GUILFORD SAVINGS BANK THE GUILFORD SAVINGS BANK 401(K) PROFIT SHARING PLAN | GUILFORD CT | 159 | $23.0M | $2.3M |
| 3 | HOME BUILDERS INSTITUTE |
WASHINGTON DC |
| 255 |
| $23.8M |
| $2.1M |
| 4 | JACKSON HOLE MOUNTAIN RESORT CORPORATION JACKSON HOLE MOUNTAIN RESORT 401(K) PLAN | TETON VILLAGE WY | 1,668 | $33.4M | $1.9M |
| 5 | TLC COMPANY, INC. TLC COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 641 | $22.8M | $1.7M |
| 6 | KUKIO GOLF AND BEACH CLUB KUKIO GOLF AND BEACH CLUB 401(K) PLAN | KAILUA KONA HI | 264 | $19.8M | $1.7M |
| 7 | THE MAGNI GROUP, INC. THE MAGNI GROUP, INC. PROFIT SHARING AND 401(K) PLAN | BIRMINGHAM MI | 285 | $23.7M | $1.4M |
| 8 | PLANNED PARENTHOOD GULF COAST PPFA RETIREMENT PLAN | HOUSTON TX | 243 | $17.9M | $1.0M |
| 9 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE 403(B) PLAN | WASHINGTON DC | 321 | $8.6M | $619K |
| 10 | AEROVIAS DE MEXICO, S.A. DE C.V. AEROVIAS DE MEXICO, S.A. DE C.V. 401(K) RETIREMENT PLAN | ATLANTA GA | 112 | $10.0M | $459K |