Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2060 fund in their Schedule of Assets, totaling $103.2M 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 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $28.0M |
| 2 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $22.8M |
| 3 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN |
ATLANTA GA |
| 3,865 |
| $667.7M |
| $14.7M |
| 4 | KITTELSON & ASSOCIATES, INC. KITTELSON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 362 | $72.3M | $6.2M |
| 5 | TURO INC. TURO RETIREMENT PLAN | SAN FRANCISCO CA | 785 | $47.8M | $5.7M |
| 6 | CHRISTIE'S INC. CHRISTIE'S INC. 401(K) SAVINGS PLAN | NEW YORK NY | 583 | $148.3M | $4.1M |
| 7 | POLYPEPTIDE LABORATORIES, INC. POLYPEPTIDE LABORATORIES, INC. 401(K) PLAN AND TRUST | TORRANCE CA | 254 | $38.7M | $2.2M |
| 8 | HIROTEC AMERICA, INC. HIROTEC AMERICA, INC. 401(K) PLAN | AUBURN HILLS MI | 608 | $67.9M | $2.0M |
| 9 | NOMAD HEALTH, INC. NOMAD HEALTH 401(K) PLAN | NEW YORK NY | 126 | $9.2M | $1.9M |
| 10 | 3D SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF 3D SYSTEMS CORPORATION | ROCK HILL SC | 1,089 | $125.7M | $1.7M |