Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Fidelity Freedom 2020 Fund-Class K in their Schedule of Assets, totaling $61.1M 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 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $8.8M |
| 2 | TAYLOR MORRISON, INC. TAYLOR MORRISON 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 3,036 | $370.5M | $5.8M |
| 3 | ROBINS KAPLAN LLP ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN |
MINNEAPOLIS MN |
| 447 |
| $382.5M |
| $4.5M |
| 4 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN | LARGO FL | 2,181 | $341.8M | $4.4M |
| 5 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 382 | $193.1M | $3.9M |
| 6 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $3.4M |
| 7 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $2.8M |
| 8 | TRUBRIDGE, INC. TRUBRIDGE 401(K) RETIREMENT PLAN | MOBILE AL | 1,821 | $187.0M | $2.8M |
| 9 | WAYNE BROTHERS, INC. WAYNE BROTHERS, INC. 401(K) PLAN | DAVIDSON NC | 620 | $27.4M | $2.6M |
| 10 | ENERFLEX INC. ENERFLEX INC. AND SUBSIDIARIES MATCHED SAVINGS PLAN | HOUSTON TX | 1,257 | $124.4M | $2.5M |