Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2015 K in their Schedule of Assets, totaling $3.6M 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 | KALITTA AIR, LLC KALITTA COMPANIES 401(K) SAVINGS PLAN | YPSILANTI MI | 3,783 | $340.8M | $1.9M |
| 2 | AWANA CLUBS INTERNATIONAL AWANA 401(K) SAVINGS PLAN | ST CHARLES IL | 166 | $14.5M | $677K |
| 3 | HASCO - SMOKER CRAFT, INC. HASCO 401K PLAN AND TRUST |
NEW PARIS IN |
| 547 |
| $34.8M |
| $644K |
| 4 | CH EMMAUS, INC. CH EMMAUS 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 213 | $8.0M | $102K |
| 5 | FELLOWSHIP HEALTH RESOURCES, INC. FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN | MEDIA PA | 374 | $7.5M | $100K |
| 6 | FAZOLI'S RESTAURANT GROUP, INC. FAZOLI'S RESTAURANT GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 363 | $14.3M | $71K |
| 7 | BAKER BOOK HOUSE COMPANY BAKER BOOK HOUSE EMPLOYEES' PROFIT SHARING PLAN | ADA MI | 204 | $21.9M | $64K |
