Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Freedom Index Income Fund Institutional Premium Class in their Schedule of Assets, totaling $1.5M 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 | TSRC, INC. TSRC, INC. SAVINGS & INVESTMENT PLAN | ASHLAND VA | 518 | $39.3M | $958K |
| 2 | Q2 HOLDINGS, INC. Q2 HOLDINGS, INC. 401(K) PLAN | AUSTIN TX | 1,660 | $219.2M | $240K |
| 3 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN |
HOUSTON TX |
| 134 |
| $109.7M |
| $167K |
| 4 | CORBY ENERGY SERVICES, INC. CONSTRUCTION MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | BELLEVILLE MI | 385 | $15.6M | $115K |
| 5 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $49K |
| 6 | SUN HEALTH EMPLOYEE SERVICES, LLC. SUN HEALTH EMPLOYEE SERVICES 401(K) PLAN | SURPRISE AZ | 913 | $14.2M | $8K |
| 7 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $4K |
