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 2030 Fund in their Schedule of Assets, totaling $220.2M 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 | $119.1M |
| 2 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $43.2M |
| 3 | SAINT FRANCIS HEALTH SYSTEM INC |
TULSA OK |
| 810 |
| $366.1M |
| $35.3M |
| 4 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $5.5M |
| 5 | MORITT HOCK & HAMROFF LLP MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN | GARDEN CITY NY | 159 | $47.7M | $5.4M |
| 6 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $2.5M |
| 7 | SOURCE NORTH AMERICA CORPORATION SOURCE NORTH AMERICA CORPORATION 401(K) PLAN | ADDISON IL | 184 | $23.1M | $2.2M |
| 8 | BTM COMPANY LLC BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST | MARYSVILLE MI | 120 | $10.2M | $1.9M |
| 9 | NM MANAGEMENT, INC. NM MANAGEMENT 401(K) PLAN | ALEXANDRIA VA | 114 | $8.5M | $1.1M |
| 10 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $1.0M |
