Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom 2020 Fund Mutual funds in their Schedule of Assets, totaling $10.1M 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 | ROSE ACRE FARMS, INC. ROSE ACRE FARMS EMPLOYEES' 401(K) PLAN | SEYMOUR IN | 2,801 | $100.4M | $3.5M |
| 2 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 977 | $126.9M | $2.5M |
| 3 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN |
NORTH BETHESDA MD |
| 318 |
| $74.0M |
| $1.5M |
| 4 | DELTA INDUSTRIAL, INC. D/B/A DELTA MODTECH DELTA MODTECH 401(K) PLAN | COON RAPIDS MN | 205 | $38.2M | $952K |
| 5 | EQUINITI TRUST COMPANY EQUINITI 401(K) PLAN | NEW YORK NY | 1,183 | $85.5M | $828K |
| 6 | DAVIS SELECTED ADVISERS, L.P. DAVIS SELECTED ADVISERS, L.P. 401(K) PLAN | TUCSON AZ | 125 | $87.8M | $559K |
| 7 | MFA FINANCIAL, INC. MFA FINANCIAL, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 341 | $36.0M | $111K |
| 8 | BSC COMPANIES, INC. BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN | BOSTON MA | 196 | $34.9M | $43K |
| 9 | HOMESMART SERVICES, LLC HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 161 | $5.4M | $19K |
| 10 | OAK HILL CAPITAL MANAGEMENT, LLC OAK HILL CAPITAL 401(K) PLAN | STAMFORD CT | 55 | $52.0M | $18K |
