Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Fidelity Freedom 2015 + in their Schedule of Assets, totaling $54.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $22.4M |
| 2 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $10.2M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 12,347 |
| $2.1B |
| $9.8M |
| 4 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $9.4M |
| 5 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $1.1M |
| 6 | SCHULER INCORPORATED SCHULER, INC. SALARY SAVINGS PLAN | CANTON MI | 212 | $26.1M | $583K |
| 7 | STELLANT SYSTEMS, INC. STELLANT SYSTEMS, INC. RETIREMENT PLAN | TORRANCE CA | 1,034 | $77.8M | $246K |
| 8 | SHAW ELECTRIC, INC. SHAW ELECTRIC, INC. RETIREMENT SAVINGS PLAN | DAVENPORT IA | 140 | $18.7M | $214K |
| 9 | GAMCO INVESTORS, INC. GAMCO INVESTORS, INC 401(K) PLAN | GREENWICH CT | 182 | $81.5M | $198K |
| 10 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $126K |
