Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Freedom® Index 2020 Fund Institutional Premium Class Registered Investment Company in their Schedule of Assets, totaling $9.5M 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 | STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN | LIVERMORE CA | 1,754 | $150.0M | $3.3M |
| 2 | EC COMPANY E C COMPANY EMPLOYEES RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 259 | $42.7M | $2.4M |
| 3 | VOX MEDIA, LLC VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST |
WASHINGTON DC |
| 1,313 |
| $179.3M |
| $755K |
| 4 | PRESTON PIPELINES INC. DBA PRESTON COMPANIES PRESTON PIPELINES, INC. PROFIT SHARING PLAN | MILPITAS CA | 152 | $24.9M | $579K |
| 5 | MAST JAEGERMEISTER US MAST-JAEGERMEISTER US, INC. 401(K) PLAN | WHITE PLAINS NY | 169 | $33.0M | $565K |
| 6 | SILK ROAD MEDICAL, INC. SILK ROAD MEDICAL, INC. 401(K) PLAN | SUNNYVALE CA | 396 | $58.7M | $458K |
| 7 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $420K |
| 8 | ATLANTIC TOOL & DIE COMPANY ATLANTIC TOOL & DIE COMPANY 401K PLAN AND TRUST | STRONGSVILLE OH | 334 | $20.5M | $353K |
| 9 | OUSTER, INC. OUSTER, INC. 401(K) PLAN | SAN FRANCISCO CA | 194 | $25.1M | $285K |
| 10 | ARVINAS OPERATIONS, INC. ARVINAS, INC. 401K PLAN | NEW HAVEN CT | 433 | $57.2M | $197K |
