Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Fidelity Freedom Index Income fund in their Schedule of Assets, totaling $12.4M 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 PHYSICIAN GROUP UNIVERSITY PHYSICIAN GROUP 403B RETIREMENT PLAN | DETROIT MI | 652 | $102.3M | $3.1M |
| 2 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $2.4M |
| 3 | UCC HOLDCO, LLC THE 401(K) PLAN OF UCC HOLDCO, LLC |
WAUKEGAN IL |
| 257 |
| $99.2M |
| $1.8M |
| 4 | CHRISTIE'S INC. CHRISTIE'S INC. 401(K) SAVINGS PLAN | NEW YORK NY | 583 | $148.3M | $1.8M |
| 5 | POSILLICO CIVIL, INC. POSILLICO 401(K) PROFIT SHARING PLAN | FARMINGDALE NY | 685 | $66.0M | $766K |
| 6 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $631K |
| 7 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $481K |
| 8 | HIROTEC AMERICA, INC. HIROTEC AMERICA, INC. 401(K) PLAN | AUBURN HILLS MI | 608 | $67.9M | $448K |
| 9 | AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 312 | $120.5M | $385K |
| 10 | ZIMVIE US CORP LLC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | PALM BEACH GARDENS FL | 806 | $178.5M | $139K |
