Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2020 Investor # in their Schedule of Assets, totaling $3.8M 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 | MONIGLE ASSOCIATES, INC. MONIGLE RETIREMENT PLAN | DENVER CO | 147 | $20.6M | $725K |
| 2 | EDUCATIONAL TESTING SERVICE PSI 401(K) PLAN | PRINCETON NJ | 1,302 | $36.9M | $654K |
| 3 | ZIM AIRCRAFT CABIN SOLUTIONS ZIM AIRCRAFT CABIN SOLUTIONS 401(K) PLAN |
GREENSBORO NC |
| 244 |
| $25.5M |
| $596K |
| 4 | GOODWAY GROUP, INC. GOODWAY GROUP, INC., 401(K) SVGS AND INVESTMENT PLAN | NEW YORK NY | 380 | $51.5M | $555K |
| 5 | NASUNI CORPORATION NASUNI CORPORATION 401K PLAN | BOSTON MA | 433 | $41.9M | $482K |
| 6 | KIHOMAC, INC. KIHOMAC, INC. 401(K) PLAN | VIENNA VA | 356 | $34.4M | $232K |
| 7 | HOTEL INVESTMENT SERVICES, INC HOTEL INVESTMENT SERVICES 401(K) PLAN | TROY MI | 551 | $4.8M | $199K |
| 8 | SOUTH COAST CHILDREN'S SOCIETY, INC. SOUTH COAST CHILDREN'S SOCIETY, INC. 401(K) PLAN | MISSION VIEJO CA | 341 | $3.1M | $150K |
| 9 | FRANKFURT KURNIT KLEIN & SELZ, P.C. FRANKFURT KURNIT KLEIN & SELZ P.C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDER ATTORNEYS AND STAFF | NEW YORK NY | 104 | $85.1M | $131K |
| 10 | ENDODONTIC PRACTICE PARTNERS LLC ENDODONTIC PRACTICE PARTNERS 401(K) PLAN | BRENTWOOD TN | 517 | $16.0M | $84K |
