Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2015 Instl Prem in their Schedule of Assets, totaling $4.7M 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 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $3.1M |
| 2 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $518K |
| 3 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST |
DEERFIELD BEACH FL |
| 143 |
| $22.8M |
| $242K |
| 4 | MERIDIAN TITLE COMPANY, LLC DBA MERIDIAN TITLE CORPORATION MERIDIAN TITLE CORPORATION EMPLOYEE'S SAVINGS AND PROFIT SHARING PLAN | SOUTH BEND IN | 202 | $13.0M | $225K |
| 5 | COMMUNITY HEALTH AND SOCIAL SERVICES CENTER, INC. 403(B) THRIFT PLAN OF COMMUNITY HEALTH AND SOCIAL SERVICES CENTER, INC. | DETROIT MI | 171 | $2.9M | $210K |
| 6 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $125K |
| 7 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $99K |
| 8 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $97K |
| 9 | COVE BEHAVIORAL HEALTH, INC. THE COVE BEHAVIORAL HEALTH, INC. RETIREMENT PLAN | TAMPA FL | 208 | $4.6M | $87K |
| 10 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $21K |
