Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Freedom 2035 K - in their Schedule of Assets, totaling $100.8M 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 | $66.1M |
| 2 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN, WINES & SPIRITS | NEW YORK NY | 901 | $166.1M | $11.4M |
| 3 | TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM |
BLOOMFIELD HILLS MI |
| 1,590 |
| $84.9M |
| $9.2M |
| 4 | TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 582 | $121.1M | $7.1M |
| 5 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN | CHICAGO IL | 97 | $36.0M | $2.1M |
| 6 | CIMCO REFRIGERATION, INC. CIMCO REFRIGERATION, INC. 401(K) PLAN | MOBILE AL | 208 | $15.9M | $1.1M |
| 7 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $871K |
| 8 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN | GREENVILLE OH | 324 | $41.2M | $860K |
| 9 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $606K |
| 10 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $497K |
