Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Freedom 2015 K Fund Mutual fund in their Schedule of Assets, totaling $16.4M 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 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $12.0M |
| 2 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $1.9M |
| 3 | KIRWAN SURGICAL PRODUCTS LLC |
MARSHFIELD MA |
| 166 |
| $41.0M |
| $773K |
| 4 | COMMCARE CORPORATION COMMCARE CORPORATION 401(K) PLAN | MANDEVILLE LA | 1,911 | $20.8M | $397K |
| 5 | MID-AMERICA CONVERSION SERVICES, LLC DUF6 401(K) DEFINED CONTRIBUTION PLAN | LEXINGTON KY | 467 | $101.6M | $392K |
| 6 | AMEREX CORPORATION AMEREX CORPORATION 401(K) SAVINGS PLAN | TRUSSVILLE AL | 471 | $53.6M | $242K |
| 7 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $230K |
| 8 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $201K |
| 9 | ARIA SYSTEMS, LLC ARIA SYSTEMS, LLC 401K RETIREMENT PLAN | SAN FRANCISCO CA | 109 | $17.4M | $119K |
| 10 | BALLSTON SPA NATIONAL BANK BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN | BALLSTON SPA NY | 136 | $19.8M | $47K |
