Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom 2020 Fund K in their Schedule of Assets, totaling $2.3M 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 | BROSE NORTH AMERICA, INC. BROSE NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUBURN HILLS MI | 2,508 | $146.6M | $1.4M |
| 2 | UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. 401(K) RETIREMENT PLAN | MIDVALE UT | 107 | $10.8M | $507K |
| 3 | PROCONEX THE PROCONEX GROUP 401K PLAN |
ROYERSFORD PA |
| 302 |
| $82.1M |
| $247K |
| 4 | MCCORVEY SHEET METAL WORKS LP MCCORVEY SHEET METAL WORKS LP PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,469 | $45.2M | $147K |
