Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2020 - in their Schedule of Assets, totaling $20.7M 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 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II | CORAL GABLES FL | 1,290 | $195.0M | $8.7M |
| 2 | NORTH ATLANTIC CORP. NORTH ATLANTIC CORP. 401(K) PROFIT SHARING PLAN AND TRUST | SOMERSET MA | 680 | $50.1M | $3.8M |
| 3 | AMERICAS STYRENICS LLC |
THE WOODLANDS TX |
| 438 |
| $213.8M |
| $2.2M |
| 4 | ZIMVIE US CORP LLC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | PALM BEACH GARDENS FL | 806 | $178.5M | $1.7M |
| 5 | AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 312 | $120.5M | $1.6M |
| 6 | UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN III | CORAL GABLES FL | 8,258 | $128.1M | $1.4M |
| 7 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $581K |
| 8 | RYTEC CORPORATION RYTEC CORPORATION 401(K) SAVINGS PLAN | JACKSON WI | 259 | $22.5M | $324K |
| 9 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $192K |
| 10 | AZTEC SHOPS, LTD. AZTEC SHOPS, LTD. RETIREMENT PLAN | SAN DIEGO CA | 300 | $5.5M | $148K |
