Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Fidelity Freedom 2055 + in their Schedule of Assets, totaling $177.2M 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 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $73.9M |
| 2 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $54.1M |
| 3 | NCINO, INC. NCINO, INC. 401(K) PLAN |
WILMINGTON NC |
| 1,363 |
| $110.3M |
| $15.1M |
| 4 | MERLIN ENTERTAINMENTS GROUP US, LLC MERLIN ENTERTAINMENTS GROUP US, LLC 401(K) PLAN | ORLANDO FL | 3,878 | $70.5M | $8.1M |
| 5 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $4.1M |
| 6 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $2.9M |
| 7 | STELLANT SYSTEMS, INC. STELLANT SYSTEMS, INC. RETIREMENT PLAN | TORRANCE CA | 1,034 | $77.8M | $2.7M |
| 8 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $2.3M |
| 9 | DETROIT TOOL METAL PRODUCTS IRONFORM 401(K) PLAN | LEBANON MO | 679 | $23.2M | $2.3M |
| 10 | ENGLERT, INC. ENGLERT, INC. PROFIT SHARING PLAN & TRUST | PERTH AMBOY NJ | 1,749 | $23.7M | $2.0M |
