Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity investments Fidelity freedom index 2020 fund # in their Schedule of Assets, totaling $62.9M 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 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $18.0M |
| 2 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $7.8M |
| 3 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN |
QUEENSBURY NY |
| 1,070 |
| $115.2M |
| $6.9M |
| 4 | PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION | CHICAGO IL | 161 | $96.6M | $4.8M |
| 5 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $4.5M |
| 6 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN | MIAMI FL | 43 | $171.0M | $3.6M |
| 7 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $2.6M |
| 8 | SUPERIOR READY MIX CONCRETE LP SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN | ESCONDIDO CA | 642 | $92.9M | $2.3M |
| 9 | WEST COAST MATERIALS, INC. WEST COAST MATERIALS, INC. 401(K) PROFIT SHARING PLAN | BUENA PARK CA | 683 | $51.2M | $1.8M |
| 10 | CRESTLINE HOTELS & RESORTS, LLC CRESTLINE HOTELS & RESORTS, LLC RETIREMENT AND SAVINGS PLAN | FAIRFAX VA | 5,320 | $66.7M | $1.5M |
