Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Freedom Income Fund – Class K # in their Schedule of Assets, totaling $1.1M 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 | ABN AMRO CLEARING USA LLC ABN AMRO CLEARING USA LLC AND ITS AFFILIATES 401(K) PLAN | CHICAGO IL | 254 | $106.2M | $1.0M |
| 2 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $33K |
| 3 | SHIFTKEY, LLC SHIFTKEY, LLC 401(K) PLAN |
| 458 |
| $27.5M |
| $17K |
| 4 | MEDISOLV, INC. MEDISOLV RETIREMENT SAVINGS PLAN | COLUMBIA MD | 146 | $16.5M | $11K |
| 5 | TALASCEND, LLC TALASCEND, LLC 401(K) PLAN | TROY MI | 895 | $18.1M | $5K |
