Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Freedom 2035 K6* Mutual Fund in their Schedule of Assets, totaling $148.5M 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 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $35.1M |
| 2 | CARL ZEISS, INC. CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN | WHITE PLAINS NY | 1,500 | $360.6M | $25.4M |
| 3 | KELLEY DRYE & WARREN LLP |
NEW YORK NY |
| 556 |
| $442.3M |
| $17.4M |
| 4 | PHARMING HEALTHCARE, INC. PHARMING HEALTHCARE, INC. 401(K) PLAN | WARREN NJ | 157 | $26.0M | $6.4M |
| 5 | THE MONTEREY BAY AQUARIUM FOUNDATION THE MONTEREY BAY AQUARIUM RETIREMENT PLAN | MONTEREY CA | 582 | $104.6M | $6.3M |
| 6 | BEACON CAPITAL PARTNERS, LLC BEACON CAPITAL PARTNERS, LLC 401(K) PLAN | BOSTON MA | 119 | $71.8M | $5.4M |
| 7 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $5.3M |
| 8 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $4.3M |
| 9 | PRINCE LOBEL TYE LLP PRINCE LOBEL TYE LLP 401(K) PLAN | BOSTON MA | 148 | $33.1M | $3.8M |
| 10 | BULL MOOSE TUBE COMPANY CAPARO EMPLOYEES RETIREMENT SAVINGS PLAN | CHESTERFIELD MO | 293 | $38.0M | $3.7M |
