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 Instl Prem Mutual funds in their Schedule of Assets, totaling $1.7M 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 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $978K |
| 2 | LAFONTAINE MOTORS, INC. LAFONTAINE MOTORS 401(K) PLAN | HIGHLAND MI | 2,081 | $58.2M | $334K |
| 3 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN |
BAD AXE MI |
| 249 |
| $27.1M |
| $234K |
| 4 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE CRATE & BARREL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 7,357 | $343.4M | $133K |
| 5 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $25K |
| 6 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $9K |
