Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Freedom 2020 Fund Class K Mutual fund in their Schedule of Assets, totaling $19.7M 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 | PERRY'S ICE CREAM COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF PERRY'S ICE CREAM COMPANY, INC. | AKRON NY | 411 | $43.9M | $3.3M |
| 2 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN | NEW YORK NY | 167 | $82.2M | $3.3M |
| 3 | BANGOR SAVINGS BANK |
BANGOR ME |
| 1,149 |
| $166.9M |
| $1.6M |
| 4 | LOGOS TECHNOLOGIES LLC LOGOS TECHNOLOGIES LLC 401K PLAN | FAIRFAX VA | 54 | $28.1M | $1.5M |
| 5 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $1.4M |
| 6 | HEALTH CARE GROUP MANAGEMENT, INC. OUTREACH HEALTH SERVICES 401(K) PLAN | RICHARDSON TX | 4,587 | $4.9M | $1.4M |
| 7 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $1.1M |
| 8 | ACTORS' FUND OF AMERICA ACTORS' FUND OF AMERICA 401(K) PLAN | NEW YORK NY | 324 | $36.6M | $1.1M |
| 9 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $977K |
| 10 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $875K |
