Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2015 K Fund in their Schedule of Assets, totaling $69.8M 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 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $68.4M |
| 2 | OSSUR AMERICAS, INC. OSSUR AMERICAS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 832 | $88.5M | $851K |
| 3 | MARK ANDY, INC. MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN |
CHESTERFIELD MO |
| 392 |
| $75.4M |
| $320K |
| 4 | PTI ENGINEERED PLASTICS INC PTI ENGINEERED PLASTICS, INC. 401(K) PLAN | MACOMB MI | 274 | $15.6M | $233K |
