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 Income Fund in their Schedule of Assets, totaling $16.4M 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 | NEW YORK STATE UNITED TEACHERS NYSUT STAFF 401(K) PLAN | LATHAM NY | 400 | $257.9M | $6.4M |
| 2 | UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INC HEALTHALLIANCE PARTNERSHIP RETIREMENT SAVINGS PLAN | LEOMINSTER MA | 1,555 | $116.7M | $5.9M |
| 3 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST |
MILLBURN NJ |
| 104 |
| $14.8M |
| $1.7M |
| 4 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $687K |
| 5 | CLARO ENTERPRISE SOLUTIONS LLC CLARO ENTERPRISE SOLUTIONS LLC RETIREMENT SAVINGS PLAN | MIRAMAR FL | 210 | $31.9M | $452K |
| 6 | CLAIRE'S STORES, INC. CLAIRE'S STORES INC. 401(K) SAVINGS AND RETIREMENT PLAN | HOFFMAN ESTATES IL | 9,741 | $52.6M | $321K |
| 7 | LOGISTICS INSIGHT CORP. LOGISTICS INSIGHT CORP. UNION SAVINGS PLAN | WARREN MI | 1,249 | $12.4M | $259K |
| 8 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $237K |
| 9 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $188K |
| 10 | UNIVERSAL DEDICATED, INC. UNIVERSAL DEDICATED, INC. UNION 401(K) PLAN | WARREN MI | 1,008 | $12.2M | $82K |
