Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Freedom 2065 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $6.4M 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 | PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC PRIVATE NATIONAL MORTGAGE ACCEPTANCE COMPANY LLC RETIREMENT PLAN | MOORPARK CA | 4,147 | $338.0M | $2.7M |
| 2 | GUITAR CENTER, INC. GUITAR CENTER, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 14,078 | $182.4M | $1.3M |
| 3 | REHRIG PACIFIC COMPANY |
LOS ANGELES CA |
| 1,931 |
| $171.1M |
| $1.2M |
| 4 | RAIN BIRD CORPORATION RAIN BIRD CORPORATION EMPLOYEE SAVINGS & INVESTMENT PLAN | AZUSA CA | 826 | $159.8M | $712K |
| 5 | SEMTECH CORPORATION SEMTECH CORPORATION RETIREMENT SAVINGS PLAN | CAMARILLO CA | 467 | $139.5M | $117K |
| 6 | MITSUBISHI MATERIALS U.S.A. CORPORATION SAVINGS AND RETIREMENT PLAN OF MITSUBISHI MATERIALS USA CORP. | COSTA MESA CA | 212 | $41.0M | $91K |
| 7 | CARDINAL INDUSTRIAL FINISHES CARDINAL INDUSTRIAL FINISHES PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | SOUTH EL MONTE CA | 372 | $25.4M | $69K |
| 8 | ARDMORE HOME DESIGN, INC. ARDMORE HOME DESIGN, INC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 286 | $8.8M | $68K |
| 9 | MEIKO AMERICA, INC. MEIKO AMERICA, INC./MEIKO FREIGHT SERVICE, INC. 401K PLAN | TORRANCE CA | 98 | $10.7M | $43K |
| 10 | EVA AIRWAYS CORP. EVA AIRWAYS CORPORATION 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 284 | $67.5M | $35K |
