Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Freedom K 2020 Fund in their Schedule of Assets, totaling $1.8M 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 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $1.8M |
| 2 | METAWATER USA, INC. METAWATER GROUP RETIREMENT PLAN | LOVES PARK IL | 293 | $65.7M | $37K |
