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 Premier in their Schedule of Assets, totaling $14.6M 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 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $3.2M |
| 2 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $3.2M |
| 3 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN |
MOUNTVILLE PA |
| 2,088 |
| $101.1M |
| $1.5M |
| 4 | CRABEL CAPITAL MANAGEMENT, LLC CRABEL CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 98 | $46.5M | $1.5M |
| 5 | RINCHEM COMPANY LLC. RINCHEM COMPANY LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 730 | $28.1M | $1.4M |
| 6 | WAYFINDER FAMILY SERVICES WAYFINDER FAMILY SERVICES 401(K) RETIREMENT PLAN | LOS ANGELES CA | 360 | $15.7M | $1.1M |
| 7 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $738K |
| 8 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN | MERIDIAN ID | 1,150 | $75.8M | $709K |
| 9 | TANGOE US INC. TANGOE US, INC. 401(K) PLAN | INDIANAPOLIS IN | 381 | $66.8M | $581K |
| 10 | BRASADA FORD, LTD. DBA NORTHSIDE NORTHSIDE AUTO GROUP RETIREMENT INVESTMENT PLAN | SAN ANTONIO TX | 421 | $25.6M | $396K |
