Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom 2015 Fund in their Schedule of Assets, totaling $15.6M 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 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $10.8M |
| 2 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $1.7M |
| 3 | SAINT FRANCIS HEALTH SYSTEM INC |
TULSA OK |
| 810 |
| $366.1M |
| $1.6M |
| 4 | MORITT HOCK & HAMROFF LLP MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN | GARDEN CITY NY | 159 | $47.7M | $732K |
| 5 | NM MANAGEMENT, INC. NM MANAGEMENT 401(K) PLAN | ALEXANDRIA VA | 114 | $8.5M | $224K |
| 6 | NORTH AMERICAN ROOFING SERVICES NORTH AMERICAN ROOFING SERVICES 401(K) PLAN | TAMPA FL | 176 | $5.3M | $207K |
| 7 | RADIAN RESEARCH, INC. RADIAN RESEARCH, INC. RETIREMENT PLAN | LAFAYETTE IN | 110 | $16.5M | $170K |
| 8 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $163K |
| 9 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $15K |
| 10 | INCHARGE INSTITUTE OF AMERICA, INC INCHARGE INSTITUTE 401(K) PLAN AND TRUST | ORLANDO FL | 117 | $10.3M | $14K |
