Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Investments** Fidelity Freedom 2020 K6 in their Schedule of Assets, totaling $12.4M 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 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $2.9M |
| 2 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $2.6M |
| 3 | PURIS, LLC PURIS, LLC 401K PLAN |
THE WOODLANDS TX |
| 820 |
| $27.9M |
| $1.5M |
| 4 | OMNIMAX INTERNATIONAL, LLC OMNIMAX INTERNATIONAL, LLC RETIREMENT AND SAVINGS PLAN | PEACHTREE CORNERS GA | 755 | $65.6M | $1.1M |
| 5 | FRANKLIN MINT FEDERAL CREDIT UNION FRANKLIN MINT FEDERAL CREDIT UNION 401(K) | CHADDS FORD PA | 322 | $43.1M | $876K |
| 6 | GESA CREDIT UNION INSPIRUS CREDIT UNION 401(K) PLAN | RICHLAND WA | 49 | $27.8M | $692K |
| 7 | TITANX ENGINE COOLING, INC TITANX ENGINE COOLING, INC 401(K) PLAN | JAMESTOWN NY | 257 | $30.0M | $603K |
| 8 | MATALCO (U.S.), INC. MATALCO (U.S.), INC. 401(K) PLAN | LORDSTOWN OH | 870 | $26.8M | $592K |
| 9 | ALLIED MACHINE & ENGINEERING CORPORATION ALLIED MACHINE & ENGINEERING CORPORATION 401(K) PLAN | DOVER OH | 453 | $69.8M | $294K |
| 10 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $201K |
