Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2020 Instl Prem in their Schedule of Assets, totaling $19.7M 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 | $9.6M |
| 2 | SIGMA TECHNOLOGIES, LTD SIGMA TECHNOLOGIES, LTD 401(K) PLAN | PERRYSBURG OH | 471 | $14.5M | $1.6M |
| 3 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN |
PLANO TX |
| 832 |
| $58.0M |
| $1.4M |
| 4 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $1.4M |
| 5 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $1.3M |
| 6 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $1.3M |
| 7 | MERIDIAN TITLE COMPANY, LLC DBA MERIDIAN TITLE CORPORATION MERIDIAN TITLE CORPORATION EMPLOYEE'S SAVINGS AND PROFIT SHARING PLAN | SOUTH BEND IN | 202 | $13.0M | $843K |
| 8 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING ITS DIVISION 401(K) PLAN | GRAND RAPIDS MI | 241 | $17.8M | $787K |
| 9 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $628K |
| 10 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $197K |
