Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Freedom 2020 K6* Mutual Fund in their Schedule of Assets, totaling $39.7M 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 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $7.7M |
| 2 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $6.6M |
| 3 | KELLEY DRYE & WARREN LLP |
NEW YORK NY |
| 556 |
| $442.3M |
| $4.0M |
| 4 | TEXAS DIABETES & ENDOCRINOLOGY PA TDE 401(K) PLAN | AUSTIN TX | 109 | $17.2M | $3.0M |
| 5 | MUSTANG MACHINERY COMPANY, LLC. MUSTANG EMPLOYEES' 401(K) PLAN | HOUSTON TX | 1,425 | $91.1M | $2.9M |
| 6 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $2.2M |
| 7 | LORETTO MANAGEMENT CORPORATION LORETTO EMPLOYEE 401(K) SAVINGS PLAN | SYRACUSE NY | 635 | $53.3M | $2.0M |
| 8 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $1.7M |
| 9 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $1.7M |
| 10 | PRINCE LOBEL TYE LLP PRINCE LOBEL TYE LLP 401(K) PLAN | BOSTON MA | 148 | $33.1M | $1.6M |
