Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2065 K Fund in their Schedule of Assets, totaling $19.6M 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 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY 403(B) RETIREMENT SAVINGS PLAN | BOSTON MA | 39,601 | $3.5B | $17.3M |
| 2 | MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY MCGAW MEDICAL CENTER HOUSESTAFF MEMBER 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 1,333 | $75.7M | $1.5M |
| 3 | OSSUR AMERICAS, INC. |
IRVINE CA |
| 832 |
| $88.5M |
| $647K |
| 4 | ASTOR & SANDERS CORPORATION ASTOR & SANDERS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | MCLEAN VA | 121 | $7.8M | $87K |
| 5 | THERAPEUTIC ALLIANCE LLC THERAPEUTIC ALLIANCE LLC RETIREMENT PLAN | ARLINGTON VA | 100 | $565K | $54K |
| 6 | OPTECH, LLC OPTECH LLC 401(K) PROFIT SHARING PLAN AND TRUST | TROY MI | 416 | $8.0M | $4K |
| 7 | PTI ENGINEERED PLASTICS INC PTI ENGINEERED PLASTICS, INC. 401(K) PLAN | MACOMB MI | 274 | $15.6M | $3K |
