Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding Fidelity Freedom 2060 Fund* Mutual fund in their Schedule of Assets, totaling $204.9M 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 | HUBSPOT, INC. HUBSPOT, INC. 401(K) PROFIT SHARING PLAN & TRUST | CAMBRIDGE MA | 4,766 | $568.3M | $58.3M |
| 2 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $21.9M |
| 3 | NATERA NATERA 401(K) PLAN |
| 4,461 |
| $301.4M |
| $16.0M |
| 4 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $15.8M |
| 5 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $6.9M |
| 6 | FORBES MEDIA LLC EMPLOYEE SAVINGS INCENTIVE THRIFT PLAN OF FORBES MEDIA LLC | JERSEY CITY NJ | 545 | $157.0M | $6.4M |
| 7 | CHECKR INC. CHECKR INC. 401(K) PLAN | SAN FRANCISCO CA | 652 | $69.0M | $5.8M |
| 8 | UNIFI AVIATION, LLC UNIFI AVIATION 401(K) RETIREMENT PLAN | ATLANTA GA | 32,247 | $121.0M | $5.0M |
| 9 | NIKON PRECISION INC NPI/NRCA EMPLOYEES SAVINGS AND INVESTMENT PLAN | BELMONT CA | 431 | $293.7M | $4.2M |
| 10 | WISK AERO LLC WISK AERO LLC 401K PLAN | MOUNTAIN VIEW CA | 524 | $81.5M | $3.4M |
