Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FA FREEDOM 2020 A in their Schedule of Assets, totaling $4.9M 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 | ALTMAN MANAGEMENT COMPANY, LLC ALTMAN MANAGEMENT COMPANY, LLC 401(K) PLAN | FORT WASHINGTON PA | 338 | $12.3M | $1.5M |
| 2 | ROYSTON LLC EMPLOYEES' RETIREMENT SAVINGS PLAN OF ROYSTON LLC | JASPER GA | 971 | $55.6M | $1.5M |
| 3 | ACE SURGICAL SUPPLY CO., INC. ACE SURGICAL SUPPLY CO., INC. 401(K) PLAN |
BROCKTON MA |
| 60 |
| $9.7M |
| $1.2M |
| 4 | HOLIDAY OIL COMPANY HOLIDAY OIL COMPANY 401(K) PROFIT SHARING PLAN | DRAPER UT | 674 | $28.1M | $705K |
