Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2030 Instl Prem in their Schedule of Assets, totaling $52.4M 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 | $24.8M |
| 2 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $5.4M |
| 3 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN |
WOOSTER OH |
| 384 |
| $35.2M |
| $4.8M |
| 4 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $4.0M |
| 5 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $3.5M |
| 6 | ROBINSON MECHANICAL CONTRACTORS, INC. ROBINSON MECHANICAL CONTRACTORS 401(K) PLAN | PERRYVILLE MO | 308 | $17.7M | $1.7M |
| 7 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING ITS DIVISION 401(K) PLAN | GRAND RAPIDS MI | 241 | $17.8M | $1.6M |
| 8 | MERIDIAN TITLE COMPANY, LLC DBA MERIDIAN TITLE CORPORATION MERIDIAN TITLE CORPORATION EMPLOYEE'S SAVINGS AND PROFIT SHARING PLAN | SOUTH BEND IN | 202 | $13.0M | $1.6M |
| 9 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $1.5M |
| 10 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $586K |
