Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom 2015 K Registered investment company in their Schedule of Assets, totaling $4.7M 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 | THE COOPER HEALTH SYSTEM COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | CAMDEN NJ | 8,219 | $359.2M | $4.6M |
| 2 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $13K |
| 3 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA |
CONCORD NH |
| 158 |
| $31.6M |
| $6K |
