Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom Index 2015 Instl Prem Mutual fund - in their Schedule of Assets, totaling $3.7M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $2.1M |
| 2 | ITHACA COLLEGE EMERITI RETIREE HEALTH PLAN FOR ITHACA COLLEGE | ITHACA NY | 917 | $10.0M | $688K |
| 3 | ABHE & SVOBODA, INC. ABHE & SVOBODA, INC. 401(K) PROFIT SHARING PLAN |
JORDAN MN |
| 102 |
| $28.6M |
| $373K |
| 4 | THE KINTETSU RETIREMENT PLAN BOARD KINTETSU RETIREMENT PLAN | TORRANCE CA | 144 | $16.7M | $252K |
| 5 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $117K |
| 6 | LONE STAR FASTENERS, LLC LONE STAR FASTENERS, LLC 401(K) AND PROFIT SHARING PLAN | SPRING TX | 372 | $15.5M | $109K |
| 7 | DSI DISTRIBUTING INC. DSI DISTRIBUTING, INC. DEFINED CONTRIBUTION PLAN AND TRUST | URBANDALE IA | 361 | $17.5M | $48K |
| 8 | WALDEN SAVINGS BANK WALDEN SAVINGS BANK 401(K) PLAN | MONTGOMERY NY | 136 | $18.0M | $20K |
| 9 | TOUCHSTONE BEHAVIORAL HEALTH TOUCHSTONE BEHAVIORAL HEALTH 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $16K |
| 10 | THE RASHI SCHOOL, INC. RASHI SCHOOL RETIREMENT PLAN | DEDHAM MA | 97 | $6.6M | $4K |
