Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom® Index 2020 Fund Investor Class Registered Investment Company in their Schedule of Assets, totaling $3.4M 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 | TOTTEN TUBES, INC. TOTTEN TUBES, INC. PROFIT SHARING PLAN | AZUSA CA | 123 | $15.9M | $1.5M |
| 2 | CRUISE, LLC CRUISE, LLC RETIREMENT TRUST | SAN FRANCISCO CA | 2,138 | $489.2M | $683K |
| 3 | THE BANK OF COMMERCE THE BANK OF COMMERCE PROFIT SHARING PLAN |
AMMON ID |
| 160 |
| $24.9M |
| $323K |
| 4 | MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON UT | 127 | $5.7M | $317K |
| 5 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $199K |
| 6 | RBT CPAS, LLP RBT CPAS, LLP 401(K) PROFIT SHARING PLAN | NEWBURGH NY | 117 | $8.4M | $188K |
| 7 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $77K |
| 8 | SILA NANOTECHNOLOGIES, INC. SILA NANOTECHNOLOGIES 401(K) PLAN | ALAMEDA CA | 414 | $42.8M | $22K |
