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 2020 Fund Institutional Premium Class in their Schedule of Assets, totaling $13.8M 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 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $4.4M |
| 2 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $3.8M |
| 3 | THE AMERICAN INSTITUTE OF ARCHITECTS |
WASHINGTON DC |
| 152 |
| $60.3M |
| $3.0M |
| 4 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $1.0M |
| 5 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $879K |
| 6 | GREAT RIVER ENTERTAINMENT, LLC GREAT RIVER ENTERTAINMENT, LLC 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 455 | $9.9M | $224K |
| 7 | STREAM COMPANIES, LLC STREAM COMPANIES 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 575 | $19.8M | $153K |
| 8 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $130K |
| 9 | HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. HARBOUR RIDGE 401(K) PLAN | PALM CITY FL | 189 | $9.3M | $99K |
| 10 | ALDERCREST DEVELOPMENT CORP. ALDERCREST DEVELOPMENT CORP. 401(K) P/S PLAN | OLD BRIDGE NJ | 275 | $7.4M | $42K |
