Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity** Freedom 2015 in their Schedule of Assets, totaling $12.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $3.5M |
| 2 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $2.6M |
| 3 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN |
PHOENIX AZ |
| 35,946 |
| $264.6M |
| $1.1M |
| 4 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $958K |
| 5 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $716K |
| 6 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $692K |
| 7 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $458K |
| 8 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $422K |
| 9 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $390K |
| 10 | BRONSON PRACTICE MANAGEMENT, INC. BRONSON 401(K) RETIREMENT PLAN | KALAMAZOO MI | 600 | $13.5M | $347K |
