Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Freedom 2015 K Mutual fund - in their Schedule of Assets, totaling $9.1M 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 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $2.4M |
| 2 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $1.1M |
| 3 | M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST |
NORWOOD MA |
| 549 |
| $62.1M |
| $1.0M |
| 4 | OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 554 | $192.5M | $405K |
| 5 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN | GARLAND TX | 910 | $53.3M | $396K |
| 6 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN | SOUTH WEYMOUTH MA | 238 | $38.8M | $360K |
| 7 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $351K |
| 8 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN | SCOTTSBLUFF NE | 647 | $42.6M | $344K |
| 9 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $301K |
| 10 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $267K |
