Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Investments** Fidelity Freedom 2065 K6 in their Schedule of Assets, totaling $9.8M 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 | BOARD OF TRUSTEES MEBA 401(K) PLAN MEBA 401(K) PLAN | BALTIMORE MD | 1,904 | $330.9M | $1.5M |
| 2 | 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 | $1.4M |
| 3 | LYTX, INC. |
SAN DIEGO CA |
| 787 |
| $99.8M |
| $1.1M |
| 4 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN | GURNEE IL | 272 | $15.4M | $1.1M |
| 5 | ALLIED MACHINE & ENGINEERING CORPORATION ALLIED MACHINE & ENGINEERING CORPORATION 401(K) PLAN | DOVER OH | 453 | $69.8M | $744K |
| 6 | PURIS, LLC PURIS, LLC 401K PLAN | THE WOODLANDS TX | 820 | $27.9M | $679K |
| 7 | MATALCO (U.S.), INC. MATALCO (U.S.), INC. 401(K) PLAN | LORDSTOWN OH | 870 | $26.8M | $653K |
| 8 | ESPERANZA HEALTH CENTERS ESPERANZA HEALTH CENTERS 401(K) PLAN | CHICAGO IL | 391 | $16.4M | $389K |
| 9 | Y&D CORP DBA DORSCH FORD LINCOLN KIA DORSCH FORD 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 215 | $10.0M | $280K |
| 10 | OMNIMAX INTERNATIONAL, LLC OMNIMAX INTERNATIONAL, LLC RETIREMENT AND SAVINGS PLAN | PEACHTREE CORNERS GA | 755 | $65.6M | $248K |
