Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Investments** Fidelity Freedom 2035 K6 in their Schedule of Assets, totaling $69.5M 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 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $15.2M |
| 2 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $8.6M |
| 3 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN |
GURNEE IL |
| 272 |
| $15.4M |
| $8.6M |
| 4 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $8.0M |
| 5 | OMNIMAX INTERNATIONAL, LLC OMNIMAX INTERNATIONAL, LLC RETIREMENT AND SAVINGS PLAN | PEACHTREE CORNERS GA | 755 | $65.6M | $3.8M |
| 6 | FRANKLIN MINT FEDERAL CREDIT UNION FRANKLIN MINT FEDERAL CREDIT UNION 401(K) | CHADDS FORD PA | 322 | $43.1M | $3.6M |
| 7 | PURIS, LLC PURIS, LLC 401K PLAN | THE WOODLANDS TX | 820 | $27.9M | $3.3M |
| 8 | MATALCO (U.S.), INC. MATALCO (U.S.), INC. 401(K) PLAN | LORDSTOWN OH | 870 | $26.8M | $2.7M |
| 9 | QUANTCAST CORPORATION QUANTCAST CORPORATION 401(K) PLAN | SAN FRANCISCO CA | 205 | $44.9M | $2.1M |
| 10 | PANTOGRAN LLC DBA CENTER FOR AUTISM AND RELATED DISORDERS PANTOGRAN LLC DBA CENTER FOR AUTISM AND RELATED DISORDERS 401(K) PLAN | MARCO ISLAND FL | 2,138 | $24.1M | $1.7M |
