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 Income Fund K in their Schedule of Assets, totaling $610K 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 | BROSE NORTH AMERICA, INC. BROSE NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUBURN HILLS MI | 2,508 | $146.6M | $350K |
| 2 | UTAH MEDICAL PRODUCTS, INC. UTAH MEDICAL PRODUCTS, INC. 401(K) RETIREMENT PLAN | MIDVALE UT | 107 | $10.8M | $190K |
| 3 | COMMERCIAL BANCGROUP, INC. |
HARROGATE TN |
| 298 |
| $20.0M |
| $71K |
