Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom 2065 K Fund Mutual fund in their Schedule of Assets, totaling $3.6M 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 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $1.2M |
| 2 | AMYRIS, INC. AMYRIS, INC. 401(K) PLAN | EMERYVILLE CA | 247 | $98.6M | $1.2M |
| 3 | BLOOM ENERGY CORPORATION BLOOM ENERGY CORPORATION 401K PLAN |
SAN JOSE CA |
| 1,718 |
| $144.4M |
| $524K |
| 4 | COMMCARE CORPORATION COMMCARE CORPORATION 401(K) PLAN | MANDEVILLE LA | 1,911 | $20.8M | $247K |
| 5 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $232K |
| 6 | EMPLIFI INC. EMPLIFI INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 116 | $17.0M | $122K |
| 7 | KIRWAN SURGICAL PRODUCTS LLC KIRWAN SURGICAL PRODUCTS 401K PROFIT SHARING PLAN | MARSHFIELD MA | 166 | $41.0M | $56K |
| 8 | BAC COMMUNITY BANK BAC COMMUNITY BANK 401(K) PLAN | STOCKTON CA | 100 | $20.4M | $35K |
| 9 | DIMALSA LOGISTICS CORP SUPPLY CHAIN PUERTO RICO RETIREMENT PLAN | WESTERVILLE OH | 139 | $2.1M | $27K |
