Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 59 U.S. retirement plans report holding Fidelity Freedom 2060 Fund-Class K in their Schedule of Assets, totaling $62.6M 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 | CONMED CORPORATION CONMED CORPORATION RETIREMENT SAVINGS PLAN | LARGO FL | 2,181 | $341.8M | $9.2M |
| 2 | TAYLOR MORRISON, INC. TAYLOR MORRISON 401(K) SAVINGS PLAN | SCOTTSDALE AZ | 3,036 | $370.5M | $6.9M |
| 3 | SURVEYING AND MAPPING, LLC SAM HOLDING COMPANY, INC. & SUBSIDIARIES 401(K) PLAN |
AUSTIN TX |
| 1,727 |
| $113.8M |
| $3.5M |
| 4 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $3.3M |
| 5 | COMBINED WELLNESS ACQUISITION CO. AND SUBSIDIARIES COMBINED WELLNESS 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 1,019 | $30.8M | $3.1M |
| 6 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $3.1M |
| 7 | ITEN INDUSTRIES, INC. ITEN INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ASHTABULA OH | 130 | $12.7M | $2.5M |
| 8 | SOIL AND MATERIALS ENGINEERS, INC. SME EMPLOYEES' SAVINGS PLAN AND TRUST | PLYMOUTH MI | 349 | $83.5M | $2.4M |
| 9 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $2.3M |
| 10 | TRUBRIDGE, INC. TRUBRIDGE 401(K) RETIREMENT PLAN | MOBILE AL | 1,821 | $187.0M | $2.3M |
