Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Fidelity Freedom 2025 K Mutual fund - in their Schedule of Assets, totaling $83.3M 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 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $10.3M |
| 2 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $7.4M |
| 3 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN |
GARLAND TX |
| 910 |
| $53.3M |
| $5.7M |
| 4 | M. S. WALKER, INC. M.S. WALKER RETIREMENT TRUST | NORWOOD MA | 549 | $62.1M | $5.5M |
| 5 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN | WILMINGTON MA | 1,012 | $68.2M | $4.8M |
| 6 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $3.8M |
| 7 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $3.7M |
| 8 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $3.6M |
| 9 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $3.5M |
| 10 | SOUTH SHORE BANK SOUTH SHORE BANK 401(K) PLAN | SOUTH WEYMOUTH MA | 238 | $38.8M | $3.3M |