Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Freedom 2060 Fund – Class K - in their Schedule of Assets, totaling $4.7M 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 | SHIFTKEY, LLC SHIFTKEY, LLC 401(K) PLAN | IRVING TX | 458 | $27.5M | $2.0M |
| 2 | ABN AMRO CLEARING USA LLC ABN AMRO CLEARING USA LLC AND ITS AFFILIATES 401(K) PLAN | CHICAGO IL | 254 | $106.2M | $1.3M |
| 3 | HAND2MIND, INC. HAND2MIND, INC. 401(K) PLAN |
VERNON HILLS IL |
| 374 |
| $47.7M |
| $678K |
| 4 | MEDISOLV, INC. MEDISOLV RETIREMENT SAVINGS PLAN | COLUMBIA MD | 146 | $16.5M | $442K |
| 5 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $207K |
| 6 | TALASCEND, LLC TALASCEND, LLC 401(K) PLAN | TROY MI | 895 | $18.1M | $81K |
| 7 | ALEXZA PHARMACEUTICALS, INC. ALEXZA PHARMACEUTICALS, INC. 401(K) PLAN | FREMONT CA | 68 | $17.0M | $27K |
