Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom 2065 Fund Class K in their Schedule of Assets, totaling $6.0M 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 | $1.0M |
| 2 | USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE AZ | 1,740 | $260.9M | $870K |
| 3 | ICL AMERICAS LLC ICL RETIREMENT INCOME PLAN |
CREVE COEUR MO |
| 785 |
| $207.4M |
| $817K |
| 4 | BTS USA, INC. BTS USA, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 402 | $74.4M | $806K |
| 5 | CAVENDER CADILLAC COMPANY CAVENDER COMPANIES 401(K) PLAN | SAN ANTONIO TX | 797 | $23.2M | $648K |
| 6 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN | AURORA IL | 454 | $90.0M | $443K |
| 7 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $320K |
| 8 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $239K |
| 9 | TRINITY MEDICAL WNY PC TRINITY MEDICAL WNY 403(B) PLAN | BUFFALO NY | 527 | $23.0M | $210K |
| 10 | ENERGY VAULT, INC. ENERGY VAULT 401(K) PLAN | WESTLAKE VILLAGE CA | 123 | $9.4M | $146K |
