Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index Income Premier in their Schedule of Assets, totaling $5.8M 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 | NEUCO, INC. NEUCO, INC. 401(K) PLAN | BOLINGBROOK IL | 239 | $41.9M | $3.3M |
| 2 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS WEBCOR BUILDERS 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 442 | $133.6M | $1.5M |
| 3 | TANGOE US INC. TANGOE US, INC. 401(K) PLAN |
INDIANAPOLIS IN |
| 381 |
| $66.8M |
| $341K |
| 4 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 1,159 | $195.8M | $336K |
| 5 | LIFESPACE COMMUNITIES, INC. LIFESPACE COMMUNITIES 403(B) PLAN | DALLAS TX | 4,340 | $76.7M | $243K |
| 6 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $44K |
| 7 | AMERITEX PIPE & PRODUCTS LLC AMERITEX PIPE & PRODUCTS 401(K) PLAN | SEGUIN TX | 665 | $8.6M | $6K |
| 8 | CRABEL CAPITAL MANAGEMENT, LLC CRABEL CAPITAL MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 98 | $46.5M | $2K |
