Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom 2065 Registered investment company in their Schedule of Assets, totaling $2.6M 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 | THE COOPER HEALTH SYSTEM COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | CAMDEN NJ | 8,219 | $359.2M | $1.5M |
| 2 | ACCESS CLINICAL PARTNERS, LLC ACCESS CLINICAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 3,521 | $67.2M | $511K |
| 3 | WAVETRONIX, LLC WAVETRONIX RETIREMENT PLAN |
SPRINGVILLE UT |
| 329 |
| $48.5M |
| $243K |
| 4 | HOTSTART, INC. HOTSTART, INC. 401(K) AND PROFIT SHARING PLAN | SPOKANE VALLEY WA | 218 | $56.2M | $215K |
| 5 | MINDGRUB TECHNOLOGIES LLC MINDGRUB TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 75 | $7.2M | $56K |
| 6 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $51K |
