Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management Trust Company Freedom 2035 Fund in their Schedule of Assets, totaling $26.4M 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 | $7.0M |
| 2 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $4.2M |
| 3 | CLAIRE'S STORES, INC. |
HOFFMAN ESTATES IL |
| 9,741 |
| $52.6M |
| $2.9M |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $2.2M |
| 5 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $2.1M |
| 6 | CLARO ENTERPRISE SOLUTIONS LLC CLARO ENTERPRISE SOLUTIONS LLC RETIREMENT SAVINGS PLAN | MIRAMAR FL | 210 | $31.9M | $1.8M |
| 7 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 104 | $14.8M | $1.4M |
| 8 | PROFILE PRODUCTS LLC PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 567 | $23.7M | $1.2M |
| 9 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $740K |
| 10 | UNIVERSAL DEDICATED, INC. UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN | WARREN MI | 1,008 | $12.2M | $732K |
