Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Freedom® 2020 Mutual Fund in their Schedule of Assets, totaling $69.4M 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 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN | EDINA MN | 38,828 | $347.2M | $13.0M |
| 2 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $11.9M |
| 3 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC |
BIRMINGHAM AL |
| 5,019 |
| $1.6B |
| $8.1M |
| 4 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $7.2M |
| 5 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $5.2M |
| 6 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN | LEAWOOD KS | 4,923 | $405.1M | $3.4M |
| 7 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $3.4M |
| 8 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $3.3M |
| 9 | RUSSELL LANDS, INC. RUSSELL LANDS 401(K) RETIREMENT SAVINGS/PROFIT SHARING PLAN | ALEXANDER CITY AL | 750 | $20.6M | $2.4M |
| 10 | MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY 401(K) PLAN | PORTLAND ME | 499 | $146.4M | $2.0M |
