Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index 2060 Premier in their Schedule of Assets, totaling $23.7M 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 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $6.9M |
| 2 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $4.9M |
| 3 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN |
MERIDIAN ID |
| 1,150 |
| $75.8M |
| $2.6M |
| 4 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN | MOUNTVILLE PA | 2,088 | $101.1M | $2.1M |
| 5 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $1.9M |
| 6 | CRABEL CAPITAL MANAGEMENT, LLC CRABEL CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 98 | $46.5M | $1.0M |
| 7 | BRASADA FORD, LTD. DBA NORTHSIDE NORTHSIDE AUTO GROUP RETIREMENT INVESTMENT PLAN | SAN ANTONIO TX | 421 | $25.6M | $834K |
| 8 | TANGOE US INC. TANGOE US, INC. 401(K) PLAN | INDIANAPOLIS IN | 381 | $66.8M | $672K |
| 9 | NEUCO, INC. NEUCO, INC. 401(K) PLAN | BOLINGBROOK IL | 239 | $41.9M | $627K |
| 10 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $577K |
