Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Investments Freedom Income Fund in their Schedule of Assets, totaling $7.4M 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 | ROCKET LAB USA INC. ROCKET LAB USA 401(K) PLAN | LONG BEACH CA | 1,240 | $62.0M | $1.3M |
| 2 | DOMETIC CORPORATION DOMETIC CORPORATION 401(K) SAVINGS PLAN | CHICAGO IL | 1,708 | $134.3M | $1.2M |
| 3 | MILLER & MARTIN PLLC MILLER & MARTIN PROFIT SHARING PLAN |
CHATTANOOGA TN |
| 176 |
| $138.2M |
| $1.0M |
| 4 | MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN | CHICAGO IL | 102 | $104.7M | $695K |
| 5 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN | WASHINGTON DC | 175 | $30.0M | $358K |
| 6 | ABARTA, INC. ABARTA, INC. DEFERRED COMPENSATION 401(K) SAVINGS PLAN FOR NON-UNION EMPLOYEES | PITTSBURGH PA | 1,391 | $104.0M | $320K |
| 7 | HAFELE AMERICA CO. HAFELE AMERICA CO. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | ARCHDALE NC | 540 | $53.1M | $293K |
| 8 | KINETIC ENGINE SYSTEMS, INC. KINETIC ENGINE SYSTEMS 401(K) PLAN | SOUTHWICK MA | 485 | $26.1M | $229K |
| 9 | ESTWING MANUFACTURING CO, INC. ESTWING MANUFACTURING COMPANY EMPLOYEES 401(K) PLAN | ROCKFORD IL | 208 | $22.9M | $209K |
| 10 | CITIZENS FINANCIAL CORPORATION, INC. CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN AND TRUST AGREEMENT | LOUISVILLE KY | 743 | $20.5M | $183K |
