Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity Freedom Income K* in their Schedule of Assets, totaling $15.6M 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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $4.6M |
| 2 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $4.2M |
| 3 | HAWAIIAN DREDGING CONSTRUCTION COMPANY, INC. |
HONOLULU HI |
| 290 |
| $41.1M |
| $1.9M |
| 4 | GIBRALTAR STEEL CORPORATION OF NEW YORK GIBRALTAR 401(K) PLAN | BUFFALO NY | 2,116 | $175.3M | $1.4M |
| 5 | USALLIANCE FEDERAL CREDIT UNION USALLIANCE FEDERAL CREDIT UNION 401(K) PLAN | RYE NY | 282 | $35.4M | $663K |
| 6 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN | WHITE PLAINS NY | 436 | $208.8M | $549K |
| 7 | SIMS GROUP USA HOLDINGS CORP SIMS GROUP USA HOLDINGS CORP 401(K) PLAN | CHICAGO IL | 2,119 | $201.0M | $475K |
| 8 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $367K |
| 9 | PVS PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN | DETROIT MI | 1,297 | $158.0M | $348K |
| 10 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY PA | 1,094 | $132.9M | $207K |
