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 2030 K Fund in their Schedule of Assets, totaling $527.0M 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 | $508.7M |
| 2 | OSSUR AMERICAS, INC. OSSUR AMERICAS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 832 | $88.5M | $9.7M |
| 3 | MARK ANDY, INC. MARK ANDY, INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN |
CHESTERFIELD MO |
| 392 |
| $75.4M |
| $6.4M |
| 4 | MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY MCGAW MEDICAL CENTER HOUSESTAFF MEMBER 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 1,333 | $75.7M | $851K |
| 5 | ASTOR & SANDERS CORPORATION ASTOR & SANDERS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | MCLEAN VA | 121 | $7.8M | $766K |
| 6 | OPTECH, LLC OPTECH LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 416 | $8.0M | $574K |
