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 2060 Fund in their Schedule of Assets, totaling $5.6M 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 | $2.5M |
| 2 | GEORGETOWN UNIVERSITY GEORGETOWN UNIVERSITY VOLUNTARY CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 13,974 | $979.2M | $1.2M |
| 3 | GUTTMACHER INSTITUTE |
NEW YORK NY |
| 140 |
| $49.5M |
| $1.1M |
| 4 | COLSON GROUP HOLDINGS, LLC COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN | OAKBROOK TERRACE IL | 476 | $37.7M | $277K |
| 5 | EBQ EBQ RETIREMENT PLAN | AUSTIN TX | 243 | $1.8M | $263K |
| 6 | BERENDSEN, INC. BERENDSEN, INC. RETIREMENT SAVINGS PLAN | TULSA OK | 268 | $40.6M | $242K |
