Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Freedom 2020 K Fund Mutual fund in their Schedule of Assets, totaling $16.3M 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 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $6.4M |
| 2 | MID-AMERICA CONVERSION SERVICES, LLC DUF6 401(K) DEFINED CONTRIBUTION PLAN | LEXINGTON KY | 467 | $101.6M | $3.1M |
| 3 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE |
MOSS LANDING CA |
| 272 |
| $126.6M |
| $2.3M |
| 4 | BALLSTON SPA NATIONAL BANK BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN | BALLSTON SPA NY | 136 | $19.8M | $979K |
| 5 | MCWANE, INC. MCWANE SALARIED 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,315 | $233.4M | $926K |
| 6 | COMMCARE CORPORATION COMMCARE CORPORATION 401(K) PLAN | MANDEVILLE LA | 1,911 | $20.8M | $565K |
| 7 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $457K |
| 8 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $419K |
| 9 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $401K |
| 10 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $341K |
