Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2015 Premier in their Schedule of Assets, totaling $6.7M 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 | INTERNATIONAL MOTORS, LLC NAVISTAR, INC. MASTER TRUST | LISLE IL | — | $1.7B | $4.9M |
| 2 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $1.5M |
| 3 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP |
| 5,120 |
| $129.1M |
| $103K |
| 4 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $85K |
| 5 | UNITED COOPERATIVE UNITED COOPERATIVE 401(K) PLAN | BEAVER DAM WI | 531 | $70.0M | $35K |
| 6 | RAUSCH STURM, LLP RAUSCH STURM, LLP 401(K) PLAN | BROOKFIELD WI | 133 | $5.9M | $27K |
| 7 | THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST WISCONSIN MASONS 401(K) PLAN AND TRUST | MADISON WI | 811 | $27.3M | $20K |
| 8 | VEHLO PURCHASER, LLC VEHLO PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 484 | $16.1M | $13K |
| 9 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $10K |
