Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom K 2065 Fund in their Schedule of Assets, totaling $10.0M 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 | MAXIMUS, INC. MAXIMUS, INC. 401(K) PLAN | MCLEAN VA | 40,533 | $913.2M | $6.7M |
| 2 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $1.1M |
| 3 | WERNER CO. WERNER CO. EMPLOYEE SAVINGS PLAN | WEST MIDDLESEX PA |
| 800 |
| $104.1M |
| $550K |
| 4 | R. H. BARRINGER DISTRIBUTING CO., INC. R.H BARRINGER DISTRIBUTING COMPANY INC. EMPLOYEES RETIREMENT SAVINGS PLAN | GREENSBORO NC | 898 | $61.3M | $526K |
| 5 | INDEL POWER GROUP INDEL POWER GROUP 401(K) PLAN | PORTSMOUTH VA | 621 | $58.2M | $428K |
| 6 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY 401(K) PLAN FOR UNION EMPLOYEES | NORTHFIELD IL | 142 | $11.2M | $307K |
| 7 | MEADVILLE FORGING COMPANY, L.P. MEADVILLE FORGING COMPANY PROFIT SHARING RETIREMENT AND SAVINGS | NORTHFIELD IL | 142 | $34.8M | $164K |
| 8 | TIDEWATER BARGE LINES, INC. TIDEWATER 401(K) PLAN | VANCOUVER WA | 253 | $74.3M | $56K |
| 9 | SANDMEYER STEEL COMPANY SANDMEYER STEEL COMPANY CAPITAL ACCUMULATION PLAN | PHILADELPHIA PA | 82 | $28.9M | $55K |