Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom Index 2010 Institutional Premium Class Mutual Fund in their Schedule of Assets, totaling $733K 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 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $557K |
| 2 | TEG FEDERAL CREDIT UNION TEG FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | POUGHKEEPSIE NY | 197 | $6.4M | $79K |
| 3 | 1661, INC. DBA GOAT GOAT 401(K) PLAN |
LOS ANGELES CA |
| 935 |
| $34.8M |
| $51K |
| 4 | VALENTINO U.S.A., INC VALENTINO U.S.A., INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 299 | $14.9M | $41K |
| 5 | CUROLOGY, INC. CUROLOGY 401(K) PLAN | SAN DIEGO CA | 146 | $17.4M | $3K |
| 6 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $2K |
