Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Investments Freedom 2020 K - in their Schedule of Assets, totaling $26.9M 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 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN | NEW YORK NY | 12,956 | $1.1B | $14.3M |
| 2 | TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 1,590 | $84.9M | $3.6M |
| 3 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN |
GREENVILLE OH |
| 324 |
| $41.2M |
| $2.8M |
| 4 | TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 582 | $121.1M | $2.6M |
| 5 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $1.7M |
| 6 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN | CHICAGO IL | 97 | $36.0M | $579K |
| 7 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS | NEW YORK NY | 901 | $166.1M | $546K |
| 8 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $249K |
| 9 | GLOBAL TOTE US LLC GLOBAL TOTE US, LLC 401(K) PLAN | HAMDEN CT | 113 | $6.9M | $167K |
| 10 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $149K |
