Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity investments Fidelity Freedom 2020 Fund in their Schedule of Assets, totaling $42.3M 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 | ROBBINS GELLER RUDMAN & DOWD LLP ROBBINS GELLER RUDMAN & DOWD LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 430 | $231.6M | $4.5M |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $3.9M |
| 3 | CHAMPION HOME BUILDERS, INC. |
TROY MI |
| 8,644 |
| $164.1M |
| $3.4M |
| 4 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $2.6M |
| 5 | AEES, INC. PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN | FARMINGTON HILLS MI | 197 | $53.5M | $2.6M |
| 6 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $2.5M |
| 7 | COCKRELL INTERESTS LLC COCKRELL INTERESTS THRIFT PLAN | HOUSTON TX | 101 | $30.0M | $2.2M |
| 8 | LEXICON PHARMACEUTICALS, INC. LEXICON PHARMACEUTICALS, INC. 401 (K) PLAN | THE WOODLANDS TX | 109 | $64.7M | $1.8M |
| 9 | AMERICAN FOREST & PAPER ASSOCIATION, INC. AMERICAN FOREST & PAPER ASSOCIATION, INC. SAVINGS PLAN | WASHINGTON DC | 108 | $64.8M | $1.4M |
| 10 | NYX, INC. NYX, INC. & AFFILIATES 401(K) PLAN | PLYMOUTH MI | 3,251 | $50.8M | $1.4M |