Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Income Fund Class K in their Schedule of Assets, totaling $8.0M 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 | ENGINEERING SYSTEMS INC ENGINEERING SYSTEMS INC. PROFIT SHARING AND SAVINGS PLAN | AURORA IL | 454 | $90.0M | $2.3M |
| 2 | KELLY HART & HALLMAN LLP KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | FORT WORTH TX | 233 | $161.4M | $1.8M |
| 3 | FIRST COMMUNITY BANCSHARES, INC. |
KILLEEN TX |
| 2,688 |
| $142.3M |
| $1.1M |
| 4 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $1.1M |
| 5 | ALZHEIMER'S ASSOCIATION ALZHEIMER'S ASSOCIATION RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 1,761 | $276.9M | $602K |
| 6 | WINEGARD COMPANY WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN | BURLINGTON IA | 206 | $26.1M | $554K |
| 7 | GRAHAM COMPANIES GRAHAM COMPANIES RETIREMENT SAVINGS PLAN | YORK PA | 53 | $38.0M | $323K |
| 8 | ANGSTROM AUTOMOTIVE GROUP, LLC ANGSTROM AUTOMOTIVE GROUP, LLC 401(K) PLAN | SOUTHFIELD MI | 1,213 | $17.3M | $138K |
| 9 | BRAZEWAY, LLC BRAZEWAY SAVINGS PLAN | ADRIAN MI | 243 | $55.1M | $120K |
| 10 | DIVERSIFIED COATINGS, INC. DIVERSIFIED COATINGS, INC 401(K) RETIREMENT SAVINGS PLAN | RIDGWAY PA | 161 | $7.4M | $13K |
