Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index 2040 Fund Institutional Premium Class in their Schedule of Assets, totaling $45.8M 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 | $19.6M |
| 2 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $7.8M |
| 3 | FIRST COMMONWEALTH FEDERAL CREDIT UNION |
LEHIGH VALLEY PA |
| 260 |
| $28.6M |
| $4.2M |
| 4 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $3.8M |
| 5 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $2.4M |
| 6 | INSIDERE, LLC INSIDERE 401(K) RETIREMENT PLAN | CHARLESTON SC | 519 | $21.2M | $1.5M |
| 7 | CORBY ENERGY SERVICES, INC. CONSTRUCTION MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | BELLEVILLE MI | 385 | $15.6M | $1.4M |
| 8 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $1.3M |
| 9 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $909K |
| 10 | HARBOUR RIDGE YACHT AND COUNTRY CLUB, INC. HARBOUR RIDGE 401(K) PLAN | PALM CITY FL | 189 | $9.3M | $886K |
