Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2055 Instl Prem in their Schedule of Assets, totaling $27.7M 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 | $8.4M |
| 2 | ACTION BEHAVIOR CENTERS ACTION BEHAVIOR CENTERS 401(K) PLAN | AUSTIN TX | 10,395 | $27.3M | $4.8M |
| 3 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN |
CHARLOTTE NC |
| 1,410 |
| $31.5M |
| $2.5M |
| 4 | BRAINLABS USA, LLC BRAINLABS US HOLDCO, INC. 401(K) PLAN | BLOOMINGTON IN | 221 | $9.2M | $1.9M |
| 5 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $1.7M |
| 6 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $1.5M |
| 7 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $970K |
| 8 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $891K |
| 9 | MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL RETIREMENT TRUST | WASHINGTON DC | 278 | $5.0M | $825K |
| 10 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $666K |