Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom 2030 Mutual funds in their Schedule of Assets, totaling $11.9M 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 | GRAND LODGE OF F&A MASONS OF CA & RELATED ENTITIES CALIFORNIA MASONIC RETIREMENT PLAN II | SAN FRANCISCO CA | 650 | $49.1M | $7.5M |
| 2 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $1.4M |
| 3 | LESLIE DIGITAL IMAGING, L.L.C. |
JERICHO NY |
| 221 |
| $26.2M |
| $1.3M |
| 4 | FOUR M COMMERCIAL OPERATIONS LLC FOUR M 401(K) PLAN | WHITE PLAINS NY | 494 | $14.7M | $892K |
| 5 | DISCOVERY NATURAL RESOURCES LLC DISCOVERY NATURAL RESOURCES LLC RETIREMENT PLAN | DENVER CO | 146 | $26.9M | $783K |