Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Blend 2020 PR in their Schedule of Assets, totaling $208.1M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $204.8M |
| 2 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN | SACRAMENTO CA | 2,552 | $179.6M | $3.3M |
| 3 | SUTTER VNA AND HOSPICE SUTTER VNA AND HOSPICE RETIREMENT PLAN |
SACRAMENTO CA |
| 13 |
| $2.7M |
| $38K |
