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 in their Schedule of Assets, totaling $8.6M 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 | WW INTERNATIONAL, INC. WW SAVINGS PLAN | NEW YORK NY | 1,439 | $200.8M | $6.0M |
| 2 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $2.3M |
| 3 | TROY DESIGN & MANUFACTURING CO. TROY DESIGN & MANUFACTURING CO. 401(K) PLAN |
PLYMOUTH MI |
| 281 |
| $81.4M |
| $191K |
| 4 | YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY YWCA SEATTLE KING COUNTY SNOHOMISH COUNTY 403(B) PLAN | SEATTLE WA | 53 | $3.4M | $115K |
| 5 | AIR LEASE CORPORATION AIR LEASE CORPORATION 401(K) PLAN | LOS ANGELES CA | 139 | $55.5M | $51K |
