Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom 2060 Fund in their Schedule of Assets, totaling $46.5M 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 | $37.4M |
| 2 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $2.6M |
| 3 | BOART LONGYEAR COMPANY |
WEST VALLEY UT |
| 1,032 |
| $145.6M |
| $2.2M |
| 4 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $1.6M |
| 5 | RADIAN RESEARCH, INC. RADIAN RESEARCH, INC. RETIREMENT PLAN | LAFAYETTE IN | 110 | $16.5M | $494K |
| 6 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $484K |
| 7 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $370K |
| 8 | ASSOCIATED SPRING US, LLC ASSOCIATED SPRING UAW 629 EMPLOYEE'S SAVINGS PLAN | BRIGHTON MI | 149 | $8.5M | $287K |
| 9 | BTM COMPANY LLC BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST | MARYSVILLE MI | 120 | $10.2M | $229K |
| 10 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $227K |
