Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom 2060 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $16.8M 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 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN | MOORPARK CA | 4,147 | $338.0M | $9.9M |
| 2 | REHRIG PACIFIC COMPANY REHRIG PACIFIC COMPANY RETIREMENT PLAN | LOS ANGELES CA | 1,931 | $171.1M | $4.1M |
| 3 | SEMTECH CORPORATION |
CAMARILLO CA |
| 467 |
| $139.5M |
| $957K |
| 4 | CARDINAL INDUSTRIAL FINISHES CARDINAL INDUSTRIAL FINISHES PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | SOUTH EL MONTE CA | 372 | $25.4M | $479K |
| 5 | NAVITAS SEMICONDUCTOR USA, INC. NAVITAS SEMICONDUCTOR 401(K) RETIREMENT PLAN | TORRANCE CA | 102 | $12.5M | $363K |
| 6 | ARDMORE HOME DESIGN, INC. ARDMORE HOME DESIGN, INC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 286 | $8.8M | $335K |
| 7 | DOCMAGIC, INC. DOCMAGIC 401(K) RETIREMENT PLAN | TORRANCE CA | 133 | $17.3M | $321K |
| 8 | EVA AIRWAYS CORP. EVA AIRWAYS CORPORATION 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 284 | $67.5M | $240K |
| 9 | MEIKO AMERICA, INC. MEIKO AMERICA, INC./MEIKO FREIGHT SERVICE, INC. 401K PLAN | TORRANCE CA | 98 | $10.7M | $148K |