Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom 2035 Mutual funds in their Schedule of Assets, totaling $15.0M 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 | $6.2M |
| 2 | LESLIE DIGITAL IMAGING, L.L.C. LDI 401(K) PROFIT SHARING PLAN | JERICHO NY | 221 | $26.2M | $2.6M |
| 3 | DISCOVERY NATURAL RESOURCES LLC |
DENVER CO |
| 146 |
| $26.9M |
| $2.2M |
| 4 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $1.7M |
| 5 | ELECTROSONIC INC ELECTROSONIC INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 167 | $16.2M | $1.2M |
| 6 | FOUR M COMMERCIAL OPERATIONS LLC FOUR M 401(K) PLAN | WHITE PLAINS NY | 494 | $14.7M | $1.1M |
