Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2065 # in their Schedule of Assets, totaling $2.2M 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 | $857K |
| 2 | RUSSEL METALS INC. RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN | APPLETON WI | 1,405 | $118.4M | $525K |
| 3 | FINANCIAL ACCOUNTING FOUNDATION |
NORWALK CT |
| 143 |
| $137.7M |
| $224K |
| 4 | ODYSSEY HOLDINGS LTD. REPUBLIC - ODYSSEY 401(K) PLAN | OAK BROOK IL | 490 | $36.6M | $214K |
| 5 | TRUVERIS INC TRUVERIS INC 401(K) PROFIT SHARING PLAN AND TRUST | WILMINGTON DE | 115 | $11.9M | $185K |
| 6 | DIRECT RELIEF DIRECT RELIEF 401(K) PROFIT SHARING PLAN & TRUST | SANTA BARBARA CA | 143 | $22.4M | $110K |
| 7 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $30K |
| 8 | KEY LAKES, INC. KEY LAKES SAVINGS PLAN FOR REPRESENTED EMPLOYEES | BALA CYNWYD PA | 190 | $9.2M | $29K |
| 9 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $29K |
| 10 | XANEDU PUBLISHING, INC. XANEDU PUBLISHING RETIREMENT PLAN | ANN ARBOR MI | 105 | $17.0M | $23K |
