Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2065 fund in their Schedule of Assets, totaling $25.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $8.1M |
| 2 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $4.0M |
| 3 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST |
CANTON OH |
| 6,627 |
| $1.9B |
| $3.2M |
| 4 | CHRISTIE'S INC. CHRISTIE'S INC. 401(K) SAVINGS PLAN | NEW YORK NY | 583 | $148.3M | $2.9M |
| 5 | KITTELSON & ASSOCIATES, INC. KITTELSON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | ORLANDO FL | 362 | $72.3M | $1.0M |
| 6 | 3D SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF 3D SYSTEMS CORPORATION | ROCK HILL SC | 1,089 | $125.7M | $972K |
| 7 | HIROTEC AMERICA, INC. HIROTEC AMERICA, INC. 401(K) PLAN | AUBURN HILLS MI | 608 | $67.9M | $906K |
| 8 | TURO INC. TURO RETIREMENT PLAN | SAN FRANCISCO CA | 785 | $47.8M | $656K |
| 9 | JASON PHARMACEUTICALS, INC. MEDIFAST, INC. 401(K) PLAN | BALTIMORE MD | 588 | $41.8M | $400K |
| 10 | POLYPEPTIDE LABORATORIES, INC. POLYPEPTIDE LABORATORIES, INC. 401(K) PLAN AND TRUST | TORRANCE CA | 254 | $38.7M | $361K |
