Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid Freedom 2015 in their Schedule of Assets, totaling $8.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN | PRINCETON NJ | 4,620 | $593.1M | $4.1M |
| 2 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | DALLAS TX | 10,490 | $334.8M | $4.0M |
| 3 | BOYS & GIRLS CLUBS OF BOSTON, INC. |
BOSTON MA |
| 324 |
| $16.4M |
| $571K |
| 4 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $114K |
| 5 | KOKUA KALIHI VALLEY COMPREHENSIVE FAMILY SERVICES KKV RETIREMENT PLAN | HONOLULU HI | 283 | $19.1M | $58K |
| 6 | IATSE 127 IATSE LOCAL 127 PENSION PLAN | DALLAS TX | 2,572 | $8.7M | $23K |
| 7 | PRRC, INC. PRRC EMPLOYEE SAVINGS PLAN | WETHERSFIELD CT | 2,180 | $31.9M | $1K |