Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Freedom Index 2015 Instl Prem in their Schedule of Assets, totaling $9.2M 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 | PENASCOLA CHRISTIAN COLLEGE, INC. PENSACOLA CHRISTIAN COLLEGE, INC. 401(K) RETIREMENT PLAN | PENSACOLA FL | 1,186 | $96.0M | $4.3M |
| 2 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $1.8M |
| 3 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN |
WORCESTER MA |
| 1,905 |
| $102.4M |
| $1.3M |
| 4 | ASPIRE LIVING & LEARNING, INC. ASPIRE LIVING & LEARNING, INC. 403(B) PLAN | BARRE VT | 1,080 | $27.8M | $960K |
| 5 | IOP EDELBROCK HOLDINGS, INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 787 | $35.5M | $362K |
| 6 | AMERICAN COLLEGE OF RHEUMATOLOGY AMERICAN COLLEGE OF RHEUMATOLOGY RETIREMENT PLAN | ATLANTA GA | 119 | $20.3M | $99K |
| 7 | GREENLEAF FOODS, SPC GREENLEAF FOODS, SPC 401(K) PLAN | LISLE IL | 328 | $25.1M | $97K |
| 8 | DUTCH MILLER CHEVROLET, INC. DUTCH MILLER CHEVROLET, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 373 | $7.8M | $54K |
| 9 | OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599 AREA 204 SUPP RET PLAN OPERATIVE PLASTERERS & CEMENT MASONS LOC 599 RT PL | MADISON WI | 149 | $2.3M | $48K |
| 10 | WESTROCK BEVERAGE SOLUTIONS, LLC. FILL YOUR CUP 401(K) INVESTMENT PLAN | LITTLE ROCK AR | 998 | $61.5M | $29K |
