Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom 2020 Fund Registered investment company in their Schedule of Assets, totaling $6.0M 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 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN | SUWANEE GA | 1,343 | $80.9M | $2.8M |
| 2 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $1.4M |
| 3 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. |
SAN FRANCISCO CA |
| 142 |
| $16.5M |
| $729K |
| 4 | GRAND & BENEDICTS, INC. GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | PORTLAND OR | 96 | $29.5M | $578K |
| 5 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $317K |
| 6 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $196K |
