Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Management Trust Company Fid Freedom 2020 K in their Schedule of Assets, totaling $20.8M 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 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS TX | 10,824 | $855.1M | $13.3M |
| 2 | LANGLEY & BANACK, INC. LANGLEY & BANACK, INCORPORATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 151 | $33.8M | $2.2M |
| 3 | PORSCHE BUSINESS SERVICES, INC. |
ATLANTA GA |
| 1,063 |
| $230.9M |
| $1.9M |
| 4 | NATUS MEDICAL INCORPORATED NATUS MEDICAL INCORPORATED 401(K) PROFIT SHARING PLAN | PLEASANTON CA | 643 | $124.3M | $1.3M |
| 5 | AMERICAN HEALTH COMPANIES LLC AHC 401(K) PROFIT SHARING PLAN | PARSONS TN | 3,462 | $55.2M | $822K |
| 6 | THE FOREST AT DUKE, INC. THE FOREST AT DUKE 403(B) PLAN | DURHAM NC | 303 | $7.7M | $524K |
| 7 | PIONEER STATE MUTUAL INSURANCE CO. PIONEER STATE MUTUAL INSURANCE CO. 401(K) PLAN | FLINT MI | 143 | $57.1M | $380K |
| 8 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $223K |
| 9 | KOBAYASHI HEALTHCARE INTERNATIONAL, INC. KOBAYASHI HEALTHCARE INTERNATIONAL, INC. 401(K) PLAN | DALTON GA | 245 | $11.2M | $160K |
| 10 | PEOPLES PHARMACY, INC. PEOPLES PHARMACY, INC. 401(K) PLAN | AUSTIN TX | 137 | $13.0M | $105K |
