Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom 2060 Fund Class K Mutual Fund n/a in their Schedule of Assets, totaling $6.1M 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 | BOAR'S HEAD PROVISIONS CO., INC. BOAR'S HEAD PROVISIONS CO., INC. 401(K) AND PROFIT SHARING PLAN | SARASOTA FL | 3,158 | $194.1M | $4.2M |
| 2 | HEART HOSPITAL OF SOUTH DAKOTA, LLC AVERA HEART HOSPITAL SOUTH DAKOTA AVERA HEART HOSPITAL OF SOUTH DAKOTA 401(K) PLAN | SIOUX FALLS SD | 677 | $51.5M | $1.1M |
| 3 | INNOVATIVE MANAGEMENT CONCEPTS, INC. |
BLAIRSVILLE GA |
| 232 |
| $21.7M |
| $578K |
| 4 | AVERA HEALTH PLANS, INC. MY 401(K) RETIREMENT PLAN (FORMERLY AVERA HEALTH PROGRAM PENSION PLAN) | SIOUX FALLS SD | 401 | $24.3M | $296K |
