Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Fidelity Freedom 2020 K Mutual fund - in their Schedule of Assets, totaling $50.5M 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 | SPRINGS GLOBAL US, INC. THE SPRINGS OF ACHIEVEMENT PARTNERSHIP PLAN | FORT MILL SC | 1 | $51.0M | $11.4M |
| 2 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $3.7M |
| 3 | M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST |
NORWOOD MA |
| 549 |
| $62.1M |
| $3.4M |
| 4 | FREEHOLD CARTAGE, INC. FREEHOLD CARTAGE, INC. 401(K) PLAN | FREEHOLD NJ | 262 | $17.0M | $2.8M |
| 5 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN | GARLAND TX | 910 | $53.3M | $2.8M |
| 6 | OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 554 | $192.5M | $2.7M |
| 7 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $2.7M |
| 8 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $2.3M |
| 9 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $1.8M |
| 10 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $1.7M |
