Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index 2015 Institutional Premium Class Mutual fund in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $1.6M |
| 2 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $1.2M |
| 3 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST |
LOS ANGELES CA |
| 273 |
| $20.8M |
| $330K |
| 4 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $135K |
| 5 | VALENTINO U.S.A., INC VALENTINO U.S.A., INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 299 | $14.9M | $43K |
| 6 | CUROLOGY, INC. CUROLOGY 401(K) PLAN | SAN DIEGO CA | 146 | $17.4M | $13K |
| 7 | 1661, INC. DBA GOAT GOAT 401(K) PLAN | LOS ANGELES CA | 935 | $34.8M | $2K |
