Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Income Fund in their Schedule of Assets, totaling $7.1M 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 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | TULSA OK | 12,219 | $1.0B | $2.9M |
| 2 | SAINT FRANCIS HEALTH SYSTEM INC SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | TULSA OK | 810 | $366.1M | $1.5M |
| 3 | IN-N-OUT BURGER, INC. |
IRVINE CA |
| 21,337 |
| $947.3M |
| $1.2M |
| 4 | BCD TRAVEL USA LLC BCD TRAVEL USA LLC PROFIT SHARING RETIREMENT PLAN | ATLANTA GA | 4,181 | $479.9M | $765K |
| 5 | SUNCAST CORPORATION SUNCAST CORPORATION SAVINGS AND INVESTMENT PLAN | BATAVIA IL | 356 | $47.5M | $326K |
| 6 | MORITT HOCK & HAMROFF LLP MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN | GARDEN CITY NY | 159 | $47.7M | $140K |
| 7 | CONSTRUCTION INDUSTRY SOLUTIONS COINS USA RETIREMENT PLAN | LATHAM NY | 211 | $21.7M | $91K |
| 8 | STRATEGIC MATERIALS STRATEGIC MATERIALS EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 576 | $20.5M | $66K |
| 9 | SOURCE NORTH AMERICA CORPORATION SOURCE NORTH AMERICA CORPORATION 401(K) PLAN | ADDISON IL | 184 | $23.1M | $33K |
| 10 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $32K |
