Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Freedom Index 2020 Investor Mutual fund in their Schedule of Assets, totaling $2.9M 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 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $1.6M |
| 2 | AYLO HEALTH, LLC AYLO HEALTH 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 588 | $10.8M | $309K |
| 3 | BLACKSKY HOLDINGS, INC. BLACKSKY HOLDINGS, INC. |
| 322 |
| $31.9M |
| $195K |
| 4 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $136K |
| 5 | TALLY PERSONNEL, LLC TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | HOUSTON TX | 375 | $9.3M | $113K |
| 6 | PHYSICIANS MEDICAL CENTER, LLC PHYSICIANS MEDICAL CENTER, LLC 401(K) PLAN | NEW ALBANY IN | 0 | $0 | $110K |
| 7 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $104K |
| 8 | COLLEGE NOW GREATER CLEVELAND INC. COLLEGE NOW GREATER CLEVELAND RETIREMENT PLAN | CLEVELAND OH | 260 | $12.4M | $100K |
| 9 | TAYLOR MANAGEMENT COMPANY TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | WHIPPANY NJ | 231 | $8.6M | $94K |
| 10 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $69K |
