Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity** Freedom Income in their Schedule of Assets, totaling $4.9M 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 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $1.0M |
| 2 | RS AMERICAS, INC. RS AMERICAS, INC. 401(K) | FORT WORTH TX | 911 | $110.4M | $689K |
| 3 | TERRA VISTA MANAGEMENT, INC. TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN |
DEL MAR CA |
| 252 |
| $10.1M |
| $431K |
| 4 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $427K |
| 5 | COLSON MEDICAL LLC THE COLSON MEDICAL LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 1,271 | $190.2M | $373K |
| 6 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $324K |
| 7 | GATEWAY FOUNDATION, INC. GATEWAY FOUNDATION TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 1,491 | $26.5M | $312K |
| 8 | FAMILY HEALTHSERVICES MINNESOTA, P.A. ENTIRA FAMILY CLINICS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 273 | $71.8M | $294K |
| 9 | GRAVITY OILFIELD SERVICES, LLC GRAVITY RETIREMENT PLAN | SNYDER TX | 347 | $39.3M | $216K |
| 10 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $146K |
