Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund in their Schedule of Assets, totaling $66.0M 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 | $37.7M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $16.5M |
| 3 | COLSON GROUP HOLDINGS, LLC |
OAKBROOK TERRACE IL |
| 476 |
| $37.7M |
| $4.7M |
| 4 | BERENDSEN, INC. BERENDSEN, INC. RETIREMENT SAVINGS PLAN | TULSA OK | 268 | $40.6M | $4.4M |
| 5 | ACR ELECTRONICS, INC. ACR ELECTRONICS INC. EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 317 | $32.6M | $1.4M |
| 6 | GUTTMACHER INSTITUTE GUTTMACHER INSTITUTE RETIREMENT PLAN | NEW YORK NY | 140 | $49.5M | $1.3M |
| 7 | EBQ EBQ RETIREMENT PLAN | AUSTIN TX | 243 | $1.8M | $17K |
