Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2020 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $9.8M 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 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN | MOORPARK CA | 4,147 | $338.0M | $3.3M |
| 2 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $2.9M |
| 3 | CARDINAL INDUSTRIAL FINISHES |
SOUTH EL MONTE CA |
| 372 |
| $25.4M |
| $1.3M |
| 4 | REHRIG PACIFIC COMPANY REHRIG PACIFIC COMPANY RETIREMENT PLAN | LOS ANGELES CA | 1,931 | $171.1M | $1.2M |
| 5 | EVA AIRWAYS CORP. EVA AIRWAYS CORPORATION 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 284 | $67.5M | $764K |
| 6 | MEIKO AMERICA, INC. MEIKO AMERICA, INC./MEIKO FREIGHT SERVICE, INC. 401K PLAN | TORRANCE CA | 98 | $10.7M | $173K |
| 7 | CHILDREN'S LAW CENTER OF CALIFORNIA CHILDREN'S LAW CENTER OF CALIFORNIA 403(B) PLAN | MONTEREY PARK CA | 566 | $71.5M | $86K |
| 8 | ARDMORE HOME DESIGN, INC. ARDMORE HOME DESIGN, INC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 286 | $8.8M | $64K |
