Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2060 Fund Registered investment company in their Schedule of Assets, totaling $6.3M 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 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $2.0M |
| 2 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $1.7M |
| 3 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN |
SUWANEE GA |
| 1,343 |
| $80.9M |
| $1.3M |
| 4 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE PA | 2,594 | $80.1M | $740K |
| 5 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $204K |
| 6 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. | SAN FRANCISCO CA | 142 | $16.5M | $201K |
| 7 | GRAND & BENEDICTS, INC. GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | PORTLAND OR | 96 | $29.5M | $90K |
| 8 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $66K |
