Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Fidelity Freedom Index Inc Instl Prem in their Schedule of Assets, totaling $868K 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 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $573K |
| 2 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $233K |
| 3 | HUMANCO ASSETS LLC HUMANCO ASSETS LLC 401(K) PLAN |
AUSTIN TX |
| 106 |
| $4.6M |
| $15K |
| 4 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $13K |
| 5 | MIDAMERICA HOTELS CORPORATION MIDAMERICA HOTELS CORPORATION PROFIT SHARING PLAN | CAPE GIRARDEAU MO | 474 | $30.6M | $8K |
| 6 | MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL MUNDO VERDE BILINGUAL PUBLIC CHARTER SCHOOL RETIREMENT TRUST | WASHINGTON DC | 278 | $5.0M | $8K |
| 7 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $6K |
| 8 | ACTION BEHAVIOR CENTERS ACTION BEHAVIOR CENTERS 401(K) PLAN | AUSTIN TX | 10,395 | $27.3M | $6K |
| 9 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $3K |
| 10 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $2K |
