Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Freedom 2060 K Mutual fund - in their Schedule of Assets, totaling $32.2M 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 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $7.5M |
| 2 | THE RICHARDS GROUP, INC. TRG 401(K) AND PROFIT SHARING PLAN | DALLAS TX | 219 | $187.9M | $3.1M |
| 3 | QVEST.US, LLC QVEST.US, LLC |
MANHATTAN BEACH CA |
| 249 |
| $36.0M |
| $2.9M |
| 4 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN | SCOTTSBLUFF NE | 647 | $42.6M | $2.2M |
| 5 | ATTUNE INSURANCE SERVICES LLC. ATTUNE INSURANCE SERVICES, LLC RETIREMENT PLAN | NEW YORK NY | 104 | $12.8M | $1.7M |
| 6 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $1.4M |
| 7 | OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 554 | $192.5M | $1.2M |
| 8 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN | CONCORD CA | 304 | $49.0M | $1.1M |
| 9 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $1.0M |
| 10 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $978K |
