Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Freedom 2030 Fund Class K Mutual fund in their Schedule of Assets, totaling $63.9M 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 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $11.3M |
| 2 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $10.9M |
| 3 | INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. EMPLOYEES 401(K) SAVINGS PLAN |
NEW YORK NY |
| 167 |
| $82.2M |
| $7.5M |
| 4 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $7.3M |
| 5 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $3.8M |
| 6 | JEP MANAGEMENT, INC. JEP MANAGEMENT & AFFILIATES 401(K) PLAN | WYNNEWOOD PA | 378 | $58.3M | $3.4M |
| 7 | PERRY'S ICE CREAM COMPANY 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF PERRY'S ICE CREAM COMPANY, INC. | AKRON NY | 411 | $43.9M | $2.9M |
| 8 | SATAKE USA, INC. SATAKE USA INC. 401(K) PLAN | STAFFORD TX | 107 | $33.0M | $2.8M |
| 9 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN | SPARKS NV | 389 | $40.7M | $1.9M |
| 10 | LOGOS TECHNOLOGIES LLC LOGOS TECHNOLOGIES LLC 401K PLAN | FAIRFAX VA | 54 | $28.1M | $1.8M |
