Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom 2020 Fund Class K Mutual Fund n/a in their Schedule of Assets, totaling $5.4M 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 | HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN | SIOUX FALLS SD | 677 | $51.5M | $2.7M |
| 2 | BOAR'S HEAD PROVISIONS CO., INC. BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN | SARASOTA FL | 3,158 | $194.1M | $1.8M |
| 3 | AVERA HEALTH PLANS, INC. |
SIOUX FALLS SD |
| 401 |
| $24.3M |
| $483K |
| 4 | INNOVATIVE MANAGEMENT CONCEPTS, INC. INNOVATIVE MANAGEMENT CONCEPTS, INC. 401(K) PLAN | BLAIRSVILLE GA | 232 | $21.7M | $316K |
