Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2020 Fund Class K in their Schedule of Assets, totaling $32.6M 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 | ALZHEIMER'S ASSOCIATION ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 1,761 | $276.9M | $6.7M |
| 2 | ICL AMERICAS LLC ICL RETIREMENT INCOME PLAN | CREVE COEUR MO | 785 | $207.4M | $6.4M |
| 3 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN |
AURORA IL |
| 454 |
| $90.0M |
| $5.0M |
| 4 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $3.3M |
| 5 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $2.7M |
| 6 | USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE AZ | 1,740 | $260.9M | $1.7M |
| 7 | JMK INTERNATIONAL INC. JMK HOLDINGS 401(K) RETIREMENT SAVINGS PLAN | WEATHERFORD TX | 367 | $9.8M | $789K |
| 8 | ANGSTROM AUTOMOTIVE GROUP, LLC ANGSTROM AUTOMOTIVE GROUP, LLC 401(K) PLAN | SOUTHFIELD MI | 1,213 | $17.3M | $780K |
| 9 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $681K |
| 10 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN | PHILADELPHIA PA | 82 | $28.9M | $601K |
