Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2065 Fund Registered investment company in their Schedule of Assets, totaling $3.5M 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 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $1.4M |
| 2 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN | SUWANEE GA | 1,343 | $80.9M | $734K |
| 3 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST |
TREVOSE PA |
| 2,594 |
| $80.1M |
| $618K |
| 4 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $301K |
| 5 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $289K |
| 6 | GRAND & BENEDICTS, INC. GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | PORTLAND OR | 96 | $29.5M | $115K |
| 7 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. | SAN FRANCISCO CA | 142 | $16.5M | $98K |
| 8 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $13K |
