Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2015 Fund Class K in their Schedule of Assets, totaling $8.9M 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 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $3.1M |
| 2 | USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE AZ | 1,740 | $260.9M | $1.5M |
| 3 | ALZHEIMER'S ASSOCIATION ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN |
CHICAGO IL |
| 1,761 |
| $276.9M |
| $989K |
| 4 | WINEGARD COMPANY WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN | BURLINGTON IA | 206 | $26.1M | $893K |
| 5 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN | AURORA IL | 454 | $90.0M | $859K |
| 6 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $694K |
| 7 | ICL AMERICAS LLC ICL RETIREMENT INCOME PLAN | CREVE COEUR MO | 785 | $207.4M | $304K |
| 8 | JMK INTERNATIONAL INC. JMK HOLDINGS 401(K) RETIREMENT SAVINGS PLAN | WEATHERFORD TX | 367 | $9.8M | $146K |
| 9 | TRINITY MEDICAL WNY PC TRINITY MEDICAL WNY 403(B) PLAN | BUFFALO NY | 527 | $23.0M | $74K |
| 10 | CAVENDER CADILLAC COMPANY CAVENDER COMPANIES 401(K) PLAN | SAN ANTONIO TX | 797 | $23.2M | $74K |
