Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Freedom 2060 K Fund in their Schedule of Assets, totaling $2.4M 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 | TRUMP PAYROLL CORP. TRUMP PAYROLL CORP. 401(K) / PROFIT SHARING PLAN | NEW YORK NY | 1,173 | $75.0M | $1.2M |
| 2 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CHARLEROI PA | 512 | $26.1M | $667K |
| 3 | THE MORTGAGE FIRM, INC. |
ALTAMONTE SPRINGS FL |
| 327 |
| $31.2M |
| $463K |
