Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index 2025 Fund Institutional Premium Class in their Schedule of Assets, totaling $18.2M 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 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $7.0M |
| 2 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $2.8M |
| 3 | GREAT RIVER ENTERTAINMENT, LLC GREAT RIVER ENTERTAINMENT, LLC 401(K) PROFIT SHARING PLAN |
BURLINGTON IA |
| 455 |
| $9.9M |
| $2.1M |
| 4 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $2.0M |
| 5 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $1.6M |
| 6 | HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. HARBOUR RIDGE 401(K) PLAN | PALM CITY FL | 189 | $9.3M | $842K |
| 7 | ALDERCREST DEVELOPMENT CORP. ALDERCREST DEVELOPMENT CORP. 401(K) P/S PLAN | OLD BRIDGE NJ | 275 | $7.4M | $379K |
| 8 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $338K |
| 9 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $300K |
| 10 | STREAM COMPANIES, LLC STREAM COMPANIES 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 575 | $19.8M | $259K |
