Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity** Freedom 2020 in their Schedule of Assets, totaling $59.1M 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 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $27.1M |
| 2 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $4.7M |
| 3 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN |
NORWELL MA |
| 5,430 |
| $120.4M |
| $3.3M |
| 4 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $3.2M |
| 5 | WILLIAMS INDUSTRIAL SERVICES GROUP INC. WILLIAMS INDUSTRIAL SERVICES GROUP INC. SAVINGS PLAN | ATLANTA GA | 354 | $44.7M | $2.9M |
| 6 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $2.0M |
| 7 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $2.0M |
| 8 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $1.9M |
| 9 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $1.9M |
| 10 | MCLAUGHLIN GORMLEY KING COMPANY MCLAUGHLIN GORMLEY KING COMPANY PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 184 | $55.2M | $1.4M |
