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 K Income Fund in their Schedule of Assets, totaling $3.5M 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 | $2.3M |
| 2 | AMERICAN TOWER CORPORATION AMERICAN TOWER RETIREMENT SAVINGS PLAN | BOSTON MA | 2,436 | $522.8M | $755K |
| 3 | WERNER CO. WERNER CO. EMPLOYEE SAVINGS PLAN |
| 800 |
| $104.1M |
| $278K |
| 4 | PEAK6 GROUP LLC PEAK6 GROUP LLC 401(K) PS PLAN | CHICAGO IL | 318 | $101.2M | $141K |
| 5 | INDEL POWER GROUP INDEL POWER GROUP 401(K) PLAN | PORTSMOUTH VA | 621 | $58.2M | $5K |
