Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2020 Fund in their Schedule of Assets, totaling $15.6M 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 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | LEOMINSTER MA | 1,555 | $116.7M | $8.2M |
| 2 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 104 | $14.8M | $1.8M |
| 3 | CENTRAL TRANSPORT, LLC |
WARREN MI |
| 6,655 |
| $94.4M |
| $1.4M |
| 4 | CLAIRE'S STORES, INC. CLAIRE'S STORES INC. 401(K) SAVINGS AND RETIREMENT PLAN | HOFFMAN ESTATES IL | 9,741 | $52.6M | $868K |
| 5 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $742K |
| 6 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $613K |
| 7 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $535K |
| 8 | HEALTHALLIANCE HOME HEALTH AND HOSPICE, INC. 403B THRIFT PLAN FOR DIVERSIFIED HOME SERVICES, INC. | LEOMINSTER MA | 79 | $7.4M | $370K |
| 9 | CLARO ENTERPRISE SOLUTIONS LLC CLARO ENTERPRISE SOLUTIONS LLC RETIREMENT SAVINGS PLAN | MIRAMAR FL | 210 | $31.9M | $367K |
| 10 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $354K |
