Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2015 - in their Schedule of Assets, totaling $4.4M 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 II | CORAL GABLES FL | 1,290 | $195.0M | $3.3M |
| 2 | AZTEC SHOPS, LTD. AZTEC SHOPS, LTD. RETIREMENT PLAN | SAN DIEGO CA | 300 | $5.5M | $490K |
| 3 | NORTH ATLANTIC CORP. NORTH ATLANTIC CORP. 401(K) PROFIT SHARING PLAN AND TRUST |
SOMERSET MA |
| 680 |
| $50.1M |
| $334K |
| 4 | AMERICAS STYRENICS LLC AMERICAS STYRENICS LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS TX | 438 | $213.8M | $186K |
| 5 | UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN III | CORAL GABLES FL | 8,258 | $128.1M | $98K |
| 6 | ZIMVIE US CORP LLC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | PALM BEACH GARDENS FL | 806 | $178.5M | $36K |
| 7 | RISE48 AM, LLC RISE48 GROUP 401(K) PLAN | SCOTTSDALE AZ | 229 | $2.1M | $8K |
| 8 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $2K |
