Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2060 # in their Schedule of Assets, totaling $6.8M 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 | SUMMIT POLYMERS, INC. SUMMIT POLYMERS, INC. EMPLOYEES' PROFIT SHARING PLAN | PORTAGE MI | 1,921 | $116.7M | $2.2M |
| 2 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 325 | $9.0M | $1.2M |
| 3 | DIRECT RELIEF DIRECT RELIEF 401(K) PROFIT SHARING PLAN & TRUST |
SANTA BARBARA CA |
| 143 |
| $22.4M |
| $792K |
| 4 | TRUVERIS INC TRUVERIS INC 401(K) PROFIT SHARING PLAN AND TRUST | WILMINGTON DE | 115 | $11.9M | $770K |
| 5 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $457K |
| 6 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $296K |
| 7 | UNITED DATA TECHNOLOGIES, INC. UNITED DATA TECHNOLOGIES, 401(K) RETIREMENT PLAN | MIRAMAR FL | 470 | $24.4M | $283K |
| 8 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $244K |
| 9 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $191K |
| 10 | FINANCIAL ACCOUNTING FOUNDATION FINANCIAL ACCOUNTING FOUNDATION EMPLOYEES' TAX SHELTERED ANNUITY PLAN | NORWALK CT | 143 | $137.7M | $169K |
