Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund in their Schedule of Assets, totaling $32.5M 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 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 5,073 | $2.5B | $19.2M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $9.7M |
| 3 | BERENDSEN, INC. |
TULSA OK |
| 268 |
| $40.6M |
| $2.3M |
| 4 | ACR ELECTRONICS, INC. ACR ELECTRONICS INC. EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 317 | $32.6M | $688K |
| 5 | COLSON GROUP HOLDINGS, LLC COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN | OAKBROOK TERRACE IL | 476 | $37.7M | $593K |
| 6 | GUTTMACHER INSTITUTE GUTTMACHER INSTITUTE RETIREMENT PLAN | NEW YORK NY | 140 | $49.5M | $10K |
