Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Freedom 2065 Fund K in their Schedule of Assets, totaling $3.3M 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 | VYSTAR CREDIT UNION VYSTAR CREDIT UNION 401(K) PLAN | JACKSONVILLE FL | 2,312 | $175.7M | $1.6M |
| 2 | SMS GROUP INC. SMS GROUP 401(K) SAVINGS PLAN | PITTSBURGH PA | 1,171 | $167.0M | $1.3M |
| 3 | SCREEN NORTH AMERICA HOLDINGS, INC. SCREEN (USA) RETIREMENT PLAN |
ELK GROVE VILLAGE IL |
| 450 |
| $139.2M |
| $207K |
| 4 | GERBER CHILDRENSWEAR LLC GERBER CHILDRENSWEAR 401(K) PLAN | GREENVILLE SC | 288 | $21.8M | $99K |
| 5 | C.F. FICK & SONS, INC. C.F. FICK & SONS 401(K) PLAN | GRAYLING MI | 161 | $5.1M | $32K |
