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 2035 Instl Prem in their Schedule of Assets, totaling $48.2M 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 | 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 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $989K |
| 9 | ROBINSON MECHANICAL CONTRACTORS, INC. ROBINSON MECHANICAL CONTRACTORS 401(K) PLAN | PERRYVILLE MO | 308 | $17.7M | $971K |
| 10 | BRAINLABS USA, LLC BRAINLABS US HOLDCO, INC. 401(K) PLAN | BLOOMINGTON IN | 221 | $9.2M | $916K |
