Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2020 Fund—Class K6 in their Schedule of Assets, totaling $21.3M 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 | QUIDEL CORPORATION QUIDEL SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 1,680 | $125.9M | $4.8M |
| 2 | SAUDER WOODWORKING CO. SAUDER WOODWORKING CO. RETIREMENT AND 401(K) PLAN | ARCHBOLD OH | 1,766 | $335.5M | $4.1M |
| 3 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN |
HARTFORD CT |
| 750 |
| $330.1M |
| $2.9M |
| 4 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $1.9M |
| 5 | NATIONAL MACHINERY LLC NATIONAL MACHINERY LLC SAVINGS PLAN | TIFFIN OH | 409 | $64.3M | $1.2M |
| 6 | LAMPS PLUS INC LAMPS PLUS 401(K) PLAN | CHATSWORTH CA | 812 | $58.6M | $1.1M |
| 7 | INSIGHTSOFTWARE, LLC INSIGHTSOFTWARE 401(K) PLAN | RALEIGH NC | 780 | $67.1M | $1.0M |
| 8 | EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC EA ENGINEERING, SCIENCE, AND TECHNOLOGY, INC., PBC SAVINGS AND RETIREMENT PLAN | HUNT VALLEY MD | 839 | $144.6M | $790K |
| 9 | BANDAI NAMCO ENTERTAINMENT AMERICA INC. BANDAI NAMCO 401(K) PLAN 1 | IRVINE CA | 186 | $45.2M | $602K |
| 10 | TOTH & ASSOCIATES, INC. TOTH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 179 | $21.7M | $547K |
