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 in their Schedule of Assets, totaling $540K 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 | RUSSEL METALS INC. RUSSEL METALS INC. U.S. RETIREMENT SAVINGS PLAN | APPLETON WI | 1,405 | $118.4M | $219K |
| 2 | AWANA CLUBS INTERNATIONAL AWANA 401(K) SAVINGS PLAN | ST CHARLES IL | 166 | $14.5M | $159K |
| 3 | ROBINSON INDUSTRIES, INC. ROBINSON INDUSTRIES EMPLOYEE 401(K) PLAN |
COLEMAN MI |
| 158 |
| $15.2M |
| $94K |
| 4 | CH EMMAUS, INC. CH EMMAUS 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 213 | $8.0M | $50K |
| 5 | FELLOWSHIP HEALTH RESOURCES, INC. FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN | MEDIA PA | 374 | $7.5M | $18K |
