Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Fidelity Freedom® Index 2020 Fund Institutional Premium Class Mutual fund in their Schedule of Assets, totaling $25.0M 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 | VINFEN CORPORATION VINFEN 401(A) COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 2,841 | $69.3M | $3.9M |
| 2 | CHARLES RIVER MEDICAL ASSOCIATES PC CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN | FRAMINGHAM MA | 490 | $127.1M | $3.9M |
| 3 | BUCKNER INTERNATIONAL |
DALLAS TX |
| 2,056 |
| $60.8M |
| $2.9M |
| 4 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $2.6M |
| 5 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $1.7M |
| 6 | CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN | EAST EARL PA | 1,007 | $98.0M | $1.5M |
| 7 | VINFEN CORPORATION VINFEN 403(B) EMPLOYEE RETIREMENT SAVINGS PLAN | CAMBRIDGE MA | 1,936 | $38.0M | $1.4M |
| 8 | CANNON CORPORATION CANNON CORPORATION 401(K) PLAN | SAN LUIS OBISPO CA | 153 | $21.8M | $1.4M |
| 9 | DATABRICKS, INC. DATABRICKS, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 4,704 | $418.9M | $1.1M |
| 10 | TELESOFT, LLC DBA MDSL CALERO-MDSL 401(K) PLAN | PHOENIX AZ | 532 | $46.6M | $973K |
