Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Co. Fidelity Freedom 2060 Fund Class K6 in their Schedule of Assets, totaling $2.6M 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 | SUNCREST HEALTH SERVICES LLC SUNCREST HEALTH SERVICES LLC 401(K) PLAN | SANDY UT | 741 | $22.9M | $1.6M |
| 2 | NUTRACEUTICAL CORPORATION BETTER BEING CO. RETIREMENT PLAN | OGDEN UT | 869 | $63.4M | $836K |
| 3 | SHERWOOD COUNTRY CLUB SHERWOOD COUNTRY CLUB 401(K) PLAN |
THOUSAND OAKS CA |
| 287 |
| $6.5M |
| $138K |
