Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom 2020 K Fund Mutual fund in their Schedule of Assets, totaling $11.1M 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 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $6.4M |
| 2 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $2.3M |
| 3 | COMMCARE CORPORATION |
MANDEVILLE LA |
| 1,911 |
| $20.8M |
| $565K |
| 4 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $457K |
| 5 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN | SAN JOSE CA | 1,718 | $144.4M | $419K |
| 6 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $401K |
| 7 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $341K |
| 8 | ARIA SYSTEMS, LLC ARIA SYSTEMS, LLC 401K RETIREMENT PLAN | SAN FRANCISCO CA | 109 | $17.4M | $211K |
| 9 | DIMALSA LOGISTICS CORP SUPPLY CHAIN PUERTO RICO RETIREMENT PLAN | WESTERVILLE OH | 139 | $2.1M | $3K |
