Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Freedom 2020 Fund K6 in their Schedule of Assets, totaling $9.4M 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 | OREGON TOOL, INC. OREGON TOOL 401(K) RETIREMENT PROFIT SHARING PLUS PLAN | PORTLAND OR | 1,285 | $254.4M | $4.5M |
| 2 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN | PITTSBURGH PA | 1,171 | $167.0M | $2.3M |
| 3 | SCIENTIFIC PROTEIN LABORATORIES LLC SCIENTIFIC PROTEIN LABORATORIES LLC 401(K) PLAN |
WAUNAKEE WI |
| 199 |
| $43.2M |
| $1.3M |
| 4 | CINEVERSE CORP. CINEVERSE 401(K) PLAN | NEW YORK NY | 96 | $16.0M | $1.2M |
| 5 | IDORSIA CLINICAL DEVELOPMENT US INC. IDORSIA US 401(K) SAVINGS PLAN | CHERRY HILL NJ | 66 | $15.1M | $59K |
