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 2060 Fund in their Schedule of Assets, totaling $7.5M 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 | CLAIRE'S STORES, INC. CLAIRE'S STORES INC. 401(K) SAVINGS AND RETIREMENT PLAN | HOFFMAN ESTATES IL | 9,741 | $52.6M | $1.8M |
| 2 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | LEOMINSTER MA | 1,555 | $116.7M | $1.6M |
| 3 | CENTRAL TRANSPORT, LLC |
WARREN MI |
| 6,655 |
| $94.4M |
| $1.4M |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $1.1M |
| 5 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $407K |
| 6 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $276K |
| 7 | PROFILE PRODUCTS LLC PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 567 | $23.7M | $233K |
| 8 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $150K |
| 9 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $137K |
| 10 | CLARO ENTERPRISE SOLUTIONS LLC CLARO ENTERPRISE SOLUTIONS LLC RETIREMENT SAVINGS PLAN | MIRAMAR FL | 210 | $31.9M | $109K |
