Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index 2065 Fund Institutional Premium Class in their Schedule of Assets, totaling $3.4M 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 | $1.6M |
| 2 | STREAM COMPANIES, LLC STREAM COMPANIES 401(K) PROFIT SHARING PLAN | WEST CHESTER PA | 575 | $19.8M | $328K |
| 3 | NLUC, PLLC NEXT LEVEL 401(K) PLAN |
| 781 |
| $24.2M |
| $275K |
| 4 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $226K |
| 5 | INSIDERE, LLC INSIDERE 401(K) RETIREMENT PLAN | CHARLESTON SC | 519 | $21.2M | $192K |
| 6 | GREAT RIVER ENTERTAINMENT, LLC GREAT RIVER ENTERTAINMENT, LLC 401(K) PROFIT SHARING PLAN | BURLINGTON IA | 455 | $9.9M | $174K |
| 7 | EVERYTOWN FOR GUN SAFETY ACTION EVERYTOWN FOR GUN SAFETY ACTION FUND, INC. 401(K) PLAN | NEW YORK NY | 208 | $15.4M | $137K |
| 8 | FIRST COMMONWEALTH FEDERAL CREDIT UNION FIRST COMMONWEALTH FEDERAL CREDIT UNION RETIREMENT PLAN | LEHIGH VALLEY PA | 260 | $28.6M | $105K |
| 9 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $94K |
| 10 | CORBY ENERGY SERVICES, INC. CONSTRUCTION MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | BELLEVILLE MI | 385 | $15.6M | $86K |
