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 income K6 in their Schedule of Assets, totaling $4.8M 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 | OMNIMAX INTERNATIONAL, LLC OMNIMAX INTERNATIONAL, LLC RETIREMENT AND SAVINGS PLAN | PEACHTREE CORNERS GA | 755 | $65.6M | $2.7M |
| 2 | QUANTCAST CORPORATION QUANTCAST CORPORATION 401(K) PLAN | SAN FRANCISCO CA | 205 | $44.9M | $612K |
| 3 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN |
BRIDGEWATER NJ |
| 1,399 |
| $239.4M |
| $540K |
| 4 | LYTX, INC. LYTX, INC. RETIREMENT SAVINGS 401(K) PLAN | SAN DIEGO CA | 787 | $99.8M | $224K |
| 5 | KALLE USA, LLC KALLE USA, LLC 401(K) PLAN | GURNEE IL | 272 | $15.4M | $224K |
| 6 | JAY CASHMAN, INC. JAY CASHMAN 401(K) PLAN | QUINCY MA | 152 | $37.4M | $197K |
| 7 | BANNER & WITCOFF, LTD. BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 247 | $204.7M | $123K |
| 8 | TITANX ENGINE COOLING, INC TITANX ENGINE COOLING, INC 401(K) PLAN | JAMESTOWN NY | 257 | $30.0M | $120K |
| 9 | 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 | $34K |
| 10 | ALMA BANK ALMA BANK 401(K) PROFIT SHARING PLAN | LONG ISLAND CITY NY | 163 | $12.9M | $7K |
