Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2065 Instl Prem # in their Schedule of Assets, totaling $5.9M 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 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $1.9M |
| 2 | ACTION BEHAVIOR CENTERS ACTION BEHAVIOR CENTERS 401(K) PLAN | AUSTIN TX | 10,395 | $27.3M | $894K |
| 3 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN |
DULUTH GA |
| 2,054 |
| $336.2M |
| $843K |
| 4 | BRAINLABS USA, LLC BRAINLABS US HOLDCO, INC. 401(K) PLAN | BLOOMINGTON IN | 221 | $9.2M | $374K |
| 5 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $352K |
| 6 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $234K |
| 7 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN | WOOSTER OH | 384 | $35.2M | $193K |
| 8 | ROBINSON MECHANICAL CONTRACTORS, INC. ROBINSON MECHANICAL CONTRACTORS 401(K) PLAN | PERRYVILLE MO | 308 | $17.7M | $183K |
| 9 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING ITS DIVISION 401(K) PLAN | GRAND RAPIDS MI | 241 | $17.8M | $147K |
| 10 | COMMONWEALTH ONE FEDERAL CREDIT UNION COMMONWEALTH ONE FEDERAL CREDIT UNION 401(K) PLAN | ALEXANDRIA VA | 86 | $9.5M | $122K |