Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Freedom® Index 2015 Fund – Institutional Premium Class* Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | CHARLES RIVER MEDICAL ASSOCIATES PC CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN | FRAMINGHAM MA | 490 | $127.1M | $2.4M |
| 2 | BUCKNER INTERNATIONAL BUCKNER INT'L 403B RETIREMENT SAVINGS PLAN | DALLAS TX | 2,056 | $60.8M | $1.1M |
| 3 | LIFELONG LEARNER HOLDINGS, LLC |
GLENDALE CA |
| 340 |
| $50.8M |
| $741K |
| 4 | MANAGEMENT CONTROLS, INC. MANAGEMENT CONTROLS, INC. 401(K) PLAN | HOUSTON TX | 167 | $18.9M | $233K |
| 5 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $221K |
| 6 | NATIONAL ENERGY CONTROL SERVICES, INC. FUHS EMPLOYEES' 401(K) PLAN | JASPER IN | 345 | $9.1M | $196K |
| 7 | CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL PA | 1,007 | $98.0M | $184K |
| 8 | HAUSNER HARD CHROME, INC. HAUSNER HARD CHROME 401(K) PROFIT SHARING PLAN | OWENSBORO KY | 116 | $7.8M | $175K |
| 9 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $171K |
| 10 | CANNON CORPORATION CANNON CORPORATION 401(K) PLAN | SAN LUIS OBISPO CA | 153 | $21.8M | $134K |
