Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2020 K Fund in their Schedule of Assets, totaling $227.5M 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 | $221.9M |
| 2 | MARK ANDY, INC. MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN | CHESTERFIELD MO | 392 | $75.4M | $2.3M |
| 3 | PTI ENGINEERED PLASTICS INC |
MACOMB MI |
| 274 |
| $15.6M |
| $1.5M |
| 4 | OSSUR AMERICAS, INC. OSSUR AMERICAS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 832 | $88.5M | $1.4M |
| 5 | OPTECH, LLC OPTECH LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 416 | $8.0M | $285K |
| 6 | MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY MCGAW MEDICAL CENTER HOUSESTAFF MEMBER 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 1,333 | $75.7M | $29K |
