Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index 2065 Premier in their Schedule of Assets, totaling $5.7M 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 | AHF, LLC DBA AHF PRODUCTS AHF PRODUCTS 401(K) SAVINGS PLAN | MOUNTVILLE PA | 2,088 | $101.1M | $1.2M |
| 2 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $1.2M |
| 3 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN |
SANTA MONICA CA |
| 1,159 |
| $195.8M |
| $906K |
| 4 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $558K |
| 5 | NEUCO, INC. NEUCO, INC. 401(K) PLAN | BOLINGBROOK IL | 239 | $41.9M | $484K |
| 6 | SCENTSY, INC. SCENTSY, INC. RETIREMENT PLAN | MERIDIAN ID | 1,150 | $75.8M | $406K |
| 7 | BRASADA FORD, LTD. DBA NORTHSIDE NORTHSIDE AUTO GROUP RETIREMENT INVESTMENT PLAN | SAN ANTONIO TX | 421 | $25.6M | $265K |
| 8 | CLEARCAPTIONS, LLC CLEARCAPTIONS, LLC 401(K) PLAN | ANTIOCH TN | 437 | $17.6M | $152K |
| 9 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $127K |
| 10 | AMERITEX PIPE & PRODUCTS LLC AMERITEX PIPE & PRODUCTS 401(K) PLAN | SEGUIN TX | 665 | $8.6M | $117K |
