Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2060 Fund Class K in their Schedule of Assets, totaling $20.6M 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 | ALZHEIMER'S ASSOCIATION ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 1,761 | $276.9M | $7.4M |
| 2 | ICL AMERICAS LLC ICL RETIREMENT INCOME PLAN | CREVE COEUR MO | 785 | $207.4M | $2.3M |
| 3 | BTS USA, INC. BTS USA, INC. 401(K) RETIREMENT PLAN |
NEW YORK NY |
| 402 |
| $74.4M |
| $2.1M |
| 4 | USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE AZ | 1,740 | $260.9M | $1.6M |
| 5 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $1.4M |
| 6 | CAVENDER CADILLAC COMPANY CAVENDER COMPANIES 401(K) PLAN | SAN ANTONIO TX | 797 | $23.2M | $1.3M |
| 7 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN | AURORA IL | 454 | $90.0M | $1.3M |
| 8 | TRINITY MEDICAL WNY PC TRINITY MEDICAL WNY 403(B) PLAN | BUFFALO NY | 527 | $23.0M | $819K |
| 9 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $692K |
| 10 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $394K |
