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 2055 Instl Prem # in their Schedule of Assets, totaling $28.9M 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 | STRIKING DISTANCE STUDIOS, INC. STRIKING DISTANCE STUDIOS, INC. 401(K) PLAN | SAN RAMON CA | 76 | $9.4M | $1.3M |
| 8 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $970K |
| 9 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $891K |
| 10 | MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL RETIREMENT TRUST | WASHINGTON DC | 278 | $5.0M | $825K |