Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom 2020 Mutual funds in their Schedule of Assets, totaling $5.1M 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 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $3.0M |
| 2 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $852K |
| 3 | FOUR M COMMERCIAL OPERATIONS LLC FOUR M 401(K) PLAN |
WHITE PLAINS NY |
| 494 |
| $14.7M |
| $504K |
| 4 | DISCOVERY NATURAL RESOURCES LLC DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN | DENVER CO | 146 | $26.9M | $356K |
| 5 | LESLIE DIGITAL IMAGING, L.L.C. LDI 401(K) PROFIT SHARING PLAN | JERICHO NY | 221 | $26.2M | $196K |
| 6 | MFA FINANCIAL, INC. MFA FINANCIAL, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 341 | $36.0M | $141K |