Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Fidelity Freedom Income - in their Schedule of Assets, totaling $27.4M 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 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $8.9M |
| 2 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $7.3M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 12,347 |
| $2.1B |
| $4.8M |
| 4 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $3.7M |
| 5 | ROBINSON HOLDINGS (USA) LTD ROBINSON HOLDINGS (USA) LTD 401(K) PLAN | RUTH NV | 818 | $89.2M | $676K |
| 6 | GAMCO INVESTORS, INC. GAMCO INVESTORS, INC 401(K) PLAN | GREENWICH CT | 182 | $81.5M | $503K |
| 7 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $456K |
| 8 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $406K |
| 9 | ENGLERT, INC. ENGLERT, INC. PROFIT SHARING PLAN & TRUST | PERTH AMBOY NJ | 1,749 | $23.7M | $193K |
| 10 | DETROIT TOOL METAL PRODUCTS IRONFORM 401(K) PLAN | LEBANON MO | 679 | $23.2M | $142K |
