Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity** Freedom 2055 in their Schedule of Assets, totaling $118.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $49.8M |
| 2 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $18.7M |
| 3 | BERLINROSEN HOLDINGS BERLINROSEN HOLDINGS 401(K) PLAN |
NEW YORK NY |
| 582 |
| $55.9M |
| $8.1M |
| 4 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $7.5M |
| 5 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $5.3M |
| 6 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $3.5M |
| 7 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PUERTO RICO 401 (K) SAVINGS PLAN | DENVER CO | 871 | $62.5M | $2.9M |
| 8 | UPSIDE SERVICES, INC. UPSIDE 401(K) PLAN | WASHINGTON DC | 262 | $17.7M | $2.6M |
| 9 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $2.6M |
| 10 | FLORIDA CREDIT UNION FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST | GAINESVILLE FL | 311 | $35.3M | $1.8M |
