Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2015 K Fund Mutual fund in their Schedule of Assets, totaling $3.7M 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 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $1.9M |
| 2 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $773K |
| 3 | COMMCARE CORPORATION |
MANDEVILLE LA |
| 1,911 |
| $20.8M |
| $397K |
| 4 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $230K |
| 5 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $201K |
| 6 | ARIA SYSTEMS, LLC ARIA SYSTEMS, LLC 401K RETIREMENT PLAN | SAN FRANCISCO CA | 109 | $17.4M | $119K |
| 7 | DIMALSA LOGISTICS CORP SUPPLY CHAIN PUERTO RICO RETIREMENT PLAN | WESTERVILLE OH | 139 | $2.1M | $16K |
| 8 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $2K |
