Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Income K Fund in their Schedule of Assets, totaling $14.7M 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 | $14.0M |
| 2 | PENCO CORPORATION 401(K) SAVINGS PLAN | HARTFORD CT | 315 | $35.5M | $365K |
| 3 | OSSUR AMERICAS, INC. OSSUR AMERICAS, INC. 401(K) RETIREMENT SAVINGS PLAN |
IRVINE CA |
| 832 |
| $88.5M |
| $209K |
| 4 | MCGAW MEDICAL CENTER OF NORTHWESTERN UNIVERSITY MCGAW MEDICAL CENTER HOUSESTAFF MEMBER 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 1,333 | $75.7M | $48K |
| 5 | PTI ENGINEERED PLASTICS INC PTI ENGINEERED PLASTICS, INC. 401(K) PLAN | MACOMB MI | 274 | $15.6M | $12K |
