Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Freedom 2065 K Fund in their Schedule of Assets, totaling $581K 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 | $368K |
| 2 | THE MORTGAGE FIRM, INC. THE MORTGAGE FIRM, INC. 401(K) PLAN | ALTAMONTE SPRINGS FL | 327 | $31.2M | $168K |
| 3 | SOUTHWESTERN PA HUMAN SERVICES, INC. SOUTHWESTERN PA HUMAN SERVICES, INC. TAX SHELTERED ANNUITY PLAN |
CHARLEROI PA |
| 512 |
| $26.1M |
| $44K |
