Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity** Freedom 2065 in their Schedule of Assets, totaling $18.0M 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 | $5.8M |
| 2 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $4.8M |
| 3 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN |
CHICAGO IL |
| 1,271 |
| $190.2M |
| $1.8M |
| 4 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $919K |
| 5 | BERLINROSEN HOLDINGS BERLINROSEN HOLDINGS 401(K) PLAN | NEW YORK NY | 582 | $55.9M | $718K |
| 6 | TERRA VISTA MANAGEMENT, INC. TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | DEL MAR CA | 252 | $10.1M | $505K |
| 7 | FLORIDA CREDIT UNION FLORIDA CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST | GAINESVILLE FL | 311 | $35.3M | $478K |
| 8 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $396K |
| 9 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $346K |
| 10 | MCLAUGHLIN GORMLEY KING COMPANY MCLAUGHLIN GORMLEY KING COMPANY PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 184 | $55.2M | $251K |
