Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2035 Instl Prem # 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 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $21.1M |
| 2 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $6.5M |
| 3 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN |
PLANO TX |
| 832 |
| $58.0M |
| $4.0M |
| 4 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $3.9M |
| 5 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $2.9M |
| 6 | COSMO INTERNATIONAL CORP COSMO INTERNATIONAL CORP 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD BEACH FL | 143 | $22.8M | $1.9M |
| 7 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING ITS DIVISION 401(K) PLAN | GRAND RAPIDS MI | 241 | $17.8M | $1.4M |
| 8 | COMMONWEALTH ONE FEDERAL CREDIT UNION COMMONWEALTH ONE FEDERAL CREDIT UNION 401(K) PLAN | ALEXANDRIA VA | 86 | $9.5M | $1.4M |
| 9 | STRIKING DISTANCE STUDIOS, INC. STRIKING DISTANCE STUDIOS, INC. 401(K) PLAN | SAN RAMON CA | 76 | $9.4M | $1.1M |
| 10 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $989K |
