Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom Income Fund 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 | $2.3M |
| 2 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $154K |
| 3 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST |
TREVOSE PA |
| 2,594 |
| $80.1M |
| $34K |
| 4 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $33K |
| 5 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. | SAN FRANCISCO CA | 142 | $16.5M | $28K |
| 6 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST | SAN FRANCISCO CA | 297 | $36.5M | $7K |
