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 2065 Fund in their Schedule of Assets, totaling $3.5M 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 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $1.0M |
| 2 | CLAIRE'S STORES, INC. CLAIRE'S STORES INC. 401(K) SAVINGS AND RETIREMENT PLAN | HOFFMAN ESTATES IL | 9,741 | $52.6M | $651K |
| 3 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC |
LEOMINSTER MA |
| 1,555 |
| $116.7M |
| $627K |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $540K |
| 5 | ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) CFRA RESEARCH RETIREMENT PLAN | CHARLOTTESVILLE VA | 130 | $18.0M | $199K |
| 6 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $181K |
| 7 | PROFILE PRODUCTS LLC PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 567 | $23.7M | $82K |
| 8 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $67K |
| 9 | UNIVERSAL DEDICATED, INC. UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN | WARREN MI | 1,008 | $12.2M | $63K |
| 10 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN | ROSEMONT IL | 144 | $24.6M | $61K |
