Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2065 - in their Schedule of Assets, totaling $8.1M 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 | UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN III | CORAL GABLES FL | 8,258 | $128.1M | $4.2M |
| 2 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $1.2M |
| 3 | ZIMVIE US CORP LLC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM |
PALM BEACH GARDENS FL |
| 806 |
| $178.5M |
| $716K |
| 4 | AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 312 | $120.5M | $510K |
| 5 | BRANCH FINANCIAL, INC. BRANCH FINANCIAL 401(K) PLAN | PORTSMOUTH NH | 178 | $11.2M | $377K |
| 6 | AMERICAS STYRENICS LLC AMERICAS STYRENICS LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS TX | 438 | $213.8M | $226K |
| 7 | RISE48 AM, LLC RISE48 GROUP 401(K) PLAN | SCOTTSDALE AZ | 229 | $2.1M | $212K |
| 8 | NFE MANAGEMENT LLC NFE MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 214 | $24.4M | $185K |
| 9 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $171K |
| 10 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II | CORAL GABLES FL | 1,290 | $195.0M | $153K |
