Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Freedom 2065 K Mutual fund - in their Schedule of Assets, totaling $10.5M 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 | $3.0M |
| 2 | QVEST.US, LLC QVEST.US, LLC | MANHATTAN BEACH CA | 249 | $36.0M | $1.5M |
| 3 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN |
SCOTTSBLUFF NE |
| 647 |
| $42.6M |
| $996K |
| 4 | NUCLEUS CENTRAL INC. NUCLEUS CENTRAL INC. 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 348 | $41.5M | $496K |
| 5 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN | CUMMING GA | 394 | $107.6M | $455K |
| 6 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $436K |
| 7 | CHARLESBANK CAPITAL PARTNERS, LLC CHARLESBANK CAPITAL PARTNERS, LLC PROFIT SHARING/401(K) PLAN | BOSTON MA | 179 | $34.2M | $406K |
| 8 | BEARCOM OPERATING, L.L.C. BEARCOM 401K PLAN | GARLAND TX | 910 | $53.3M | $377K |
| 9 | SUOMINEN US HOLDING, INC. SUOMINEN 401(K) PLAN | WINDSOR LOCKS CT | 350 | $50.7M | $343K |
| 10 | ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS CA | 514 | $86.5M | $319K |
