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 2060 K6 in their Schedule of Assets, totaling $26.6M 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 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $4.0M |
| 2 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN | GURNEE IL | 272 | $15.4M | $4.0M |
| 3 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE |
| 1,904 |
| $330.9M |
| $3.7M |
| 4 | 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 | $3.0M |
| 5 | QUANTCAST CORPORATION QUANTCAST CORPORATION 401(K) PLAN | SAN FRANCISCO CA | 205 | $44.9M | $2.8M |
| 6 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $1.4M |
| 7 | ESPERANZA HEALTH CENTERS ESPERANZA HEALTH CENTERS 401(K) PLAN | CHICAGO IL | 391 | $16.4M | $1.2M |
| 8 | PURIS, LLC PURIS, LLC 401K PLAN | THE WOODLANDS TX | 820 | $27.9M | $1.2M |
| 9 | MATALCO (U.S.), INC. MATALCO (U.S.), INC. 401(K) PLAN | LORDSTOWN OH | 870 | $26.8M | $967K |
| 10 | FRANKLIN MINT FEDERAL CREDIT UNION FRANKLIN MINT FEDERAL CREDIT UNION 401(K) | CHADDS FORD PA | 322 | $43.1M | $814K |
