Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Freedom 2060 Fund Class K Mutual fund in their Schedule of Assets, totaling $24.0M 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 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $6.0M |
| 2 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $5.9M |
| 3 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST |
ZEPHYRHILLS FL |
| 1,866 |
| $314.0M |
| $1.8M |
| 4 | MAKENA CAPITAL MANAGEMENT, LLC MAKENA 401(K) PLAN | MENLO PARK CA | 79 | $35.7M | $1.7M |
| 5 | TELESIGN CORPORATION TELESIGN CORPORATION 401(K) PLAN | MARINA DEL REY CA | 233 | $22.6M | $1.4M |
| 6 | JOBCASE, INC. JOBCASE, INC. 401(K) PLAN | CAMBRIDGE MA | 101 | $16.0M | $1.3M |
| 7 | RISI, INC. FASTMARKETS SAVINGS AND INVESTMENT PLAN | BURLINGTON MA | 154 | $34.0M | $1.2M |
| 8 | THE DOLBEN COMPANY, INC. DOLBEN EMPLOYEE 401(K) PLAN | WOBURN MA | 435 | $31.3M | $1.1M |
| 9 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN | SPARKS NV | 389 | $40.7M | $957K |
| 10 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $416K |
