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 2035 Fund Institutional Premium Class in their Schedule of Assets, totaling $50.7M 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 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $16.1M |
| 2 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $8.3M |
| 3 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN |
HOUSTON TX |
| 134 |
| $109.7M |
| $7.5M |
| 4 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $4.8M |
| 5 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $3.2M |
| 6 | STREAM COMPANIES, LLC STREAM COMPANIES 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 575 | $19.8M | $3.1M |
| 7 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $1.9M |
| 8 | EVERYTOWN FOR GUN SAFETY ACTION EVERYTOWN FOR GUN SAFETY ACTION FUND, INC. 401(K) PLAN | NEW YORK NY | 208 | $15.4M | $1.1M |
| 9 | CORBY ENERGY SERVICES, INC. CONSTRUCTION MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | BELLEVILLE MI | 385 | $15.6M | $908K |
| 10 | GREAT RIVER ENTERTAINMENT, LLC GREAT RIVER ENTERTAINMENT, LLC 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 455 | $9.9M | $747K |
