Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom 2025 Fund in their Schedule of Assets, totaling $124.8M 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 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $73.5M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $20.6M |
| 3 | BCD TRAVEL USA LLC |
ATLANTA GA |
| 4,181 |
| $479.9M |
| $17.6M |
| 4 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $4.7M |
| 5 | BTM COMPANY LLC BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST | MARYSVILLE MI | 120 | $10.2M | $2.0M |
| 6 | SOURCE NORTH AMERICA CORPORATION SOURCE NORTH AMERICA CORPORATION 401(K) PLAN | ADDISON IL | 184 | $23.1M | $1.8M |
| 7 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $1.3M |
| 8 | NM MANAGEMENT, INC. NM MANAGEMENT 401(K) PLAN | ALEXANDRIA VA | 114 | $8.5M | $856K |
| 9 | BOART LONGYEAR COMPANY BOART LONGYEAR COMPANY 401(K) SAVINGS PLAN | WEST VALLEY UT | 1,032 | $145.6M | $793K |
| 10 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $622K |
