Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom 2070 Mutual Fund 18 * Fidelity Contrafund K Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | SPENCER'S AIR CONDITIONING & APPLIANCE, INC. SPENCER'S AIR CONDITIONING & APPLIANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHANDLER AZ | 242 | $414.8M | $3.1M |
| 2 | SPENCER'S TV AND APPLIANCE SPENCER'S TV & APPLIANCE 401K PROFIT SHARING PLAN | CHANDLER AZ | 334 | $23.6M | $3.1M |
