Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom 2035 Fund Class K Mutual Funds in their Schedule of Assets, totaling $12.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MURTHA CULLINA LLP MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN | HARTFORD CT | 105 | $114.9M | $6.0M |
| 2 | FLORIDA MEDICAL CLINIC, LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,796 | $228.7M | $3.8M |
| 3 | HARDWARE SPECIALTY CO., INC. |
LONG ISLAND CITY NY |
| 328 |
| $34.2M |
| $2.6M |
