Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom Index 2015 Fund Premier Class Mutual fund in their Schedule of Assets, totaling $4.3M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $1.7M |
| 2 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $1.2M |
| 3 | LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD RETIREMENT SAVINGS PLAN |
PALO ALTO CA |
| 160 |
| $20.3M |
| $982K |
| 4 | ROSE INTERNATIONAL, INC. ROSE INTERNATIONAL 401(K) PLAN | CHESTERFIELD MO | 4,209 | $56.9M | $393K |
| 5 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $62K |
| 6 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $25K |
