Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Freedom® 2065 Fund Class K6 in their Schedule of Assets, totaling $3.9M 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 | UNIFRAX I LLC ALKEGEN 401(K) PLAN | TONAWANDA NY | 1,779 | $262.6M | $1.7M |
| 2 | IEQ CAPITAL, LLC IEQ CAPITAL 401(K) PLAN | FOSTER CITY CA | 240 | $20.7M | $425K |
| 3 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN |
NEW YORK NY |
| 656 |
| $226.2M |
| $386K |
| 4 | TRINSEO, LLC TRINSEO LLC 401K PLAN | BERWYN PA | 537 | $152.0M | $291K |
| 5 | ESPERION THERAPEUTICS, INC. ESPERION THERAPEUTICS, INC. 401(K) PLAN | ANN ARBOR MI | 307 | $43.1M | $268K |
| 6 | TRINSEO, LLC ALTUGLAS LLC 401(K) PLAN | BERWYN PA | 213 | $49.4M | $194K |
| 7 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $155K |
| 8 | MATT BLATT, INC. MATT BLATT, INC. 401(K) PLAN | EGG HARBOR TOWNSHIP NJ | 312 | $6.1M | $154K |
| 9 | BIOINTELLISENSE, INC. BIOINTELLISENSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 83 | $9.0M | $132K |
| 10 | APEX DENTAL LABORATORY GROUP, LLC APEX DENTAL LABORATORY GROUP 401(K) PLAN | WACO TX | 321 | $7.3M | $70K |
