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 2055 Fund in their Schedule of Assets, totaling $83.6M 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 | $68.0M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $5.6M |
| 3 | BCD TRAVEL USA LLC |
ATLANTA GA |
| 4,181 |
| $479.9M |
| $5.4M |
| 4 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $1.6M |
| 5 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $810K |
| 6 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $473K |
| 7 | MORITT HOCK & HAMROFF LLP MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN | GARDEN CITY NY | 159 | $47.7M | $452K |
| 8 | NORTH AMERICAN ROOFING SERVICES NORTH AMERICAN ROOFING SERVICES 401(K) PLAN | TAMPA FL | 176 | $5.3M | $361K |
| 9 | GREENVILLE COUNTRY CLUB GREENVILLE COUNTRY CLUB 401(K) PLAN | GREENVILLE SC | 242 | $6.9M | $331K |
| 10 | RADIAN RESEARCH, INC. RADIAN RESEARCH, INC. RETIREMENT PLAN | LAFAYETTE IN | 110 | $16.5M | $200K |
