Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity* Fidelity Freedom 2060 Fund - Class K in their Schedule of Assets, totaling $16.1M 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 | HELLER MACHINE TOOLS, L.P. HELLER MACHINE TOOLS, L.P. 401(K) PLAN | TROY MI | 105 | $23.7M | $4.3M |
| 2 | THE VANE BROTHERS COMPANY THE VANE BROTHERS COMPANY RETIREMENT SAVINGS PLAN | BALTIMORE MD | 781 | $94.6M | $2.8M |
| 3 | NISSHA USA, INC. NISSHA AMERICAS 401(K) PLAN |
BUFFALO NY |
| 1,341 |
| $97.0M |
| $1.8M |
| 4 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $1.0M |
| 5 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $1.0M |
| 6 | METRO SALES, INC. METRO SALES, INC. EMPLOYEE PROFIT SHARING PLAN | BURNSVILLE MN | 312 | $96.6M | $749K |
| 7 | ANDERSON KILL P.C. THE ANDERSON KILL P.C. PROFIT SHARING PLAN | NEW YORK NY | 126 | $101.9M | $663K |
| 8 | CTG, LLC CLEANING TECHNOLOGIES GROUP, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | CINCINNATI OH | 175 | $21.0M | $652K |
| 9 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $536K |
| 10 | VIAERO WIRELESS TECHNOLOGIES, INC. VIAERO WIRELESS TECHNOLOGIES, INC. 401K PLAN | FORT MORGAN CO | 490 | $19.9M | $531K |