Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2020 in their Schedule of Assets, totaling $8.2M 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 | RUSSEL METALS INC. RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN | APPLETON WI | 1,405 | $118.4M | $2.9M |
| 2 | FINANCIAL ACCOUNTING FOUNDATION FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN | NORWALK CT | 143 | $137.7M | $2.3M |
| 3 | RUTLAND COUNTY COMMUNITY SERVICES, INC. |
RUTLAND VT |
| 342 |
| $12.9M |
| $1.0M |
| 4 | DIRECT RELIEF DIRECT RELIEF 401(K) PROFIT SHARING PLAN & TRUST | SANTA BARBARA CA | 143 | $22.4M | $435K |
| 5 | UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR FL | 470 | $24.4M | $367K |
| 6 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $359K |
| 7 | SUMMIT POLYMERS, INC. SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN | PORTAGE MI | 1,921 | $116.7M | $335K |
| 8 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $271K |
| 9 | PRECISION SHOOTING EQUIPMENT PRECISION SHOOTING EQUIPMENT, INC. EMPLOYEE 401(K)/PROFIT SHARING PLAN | TUCSON AZ | 137 | $5.0M | $141K |
| 10 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $60K |
