Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2030 # in their Schedule of Assets, totaling $35.2M 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 | $10.0M |
| 2 | FINANCIAL ACCOUNTING FOUNDATION FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN | NORWALK CT | 143 | $137.7M | $7.9M |
| 3 | SUMMIT POLYMERS, INC. |
PORTAGE MI |
| 1,921 |
| $116.7M |
| $4.3M |
| 4 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $2.4M |
| 5 | RUTLAND COUNTY COMMUNITY SERVICES, INC. RUTLAND COUNTY COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 342 | $12.9M | $2.1M |
| 6 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $1.8M |
| 7 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $1.8M |
| 8 | DIRECT RELIEF DIRECT RELIEF 401(K) PROFIT SHARING PLAN & TRUST | SANTA BARBARA CA | 143 | $22.4M | $1.3M |
| 9 | UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR FL | 470 | $24.4M | $1.3M |
| 10 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $781K |
