Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2020 Fund Instl Premium Class " in their Schedule of Assets, totaling $3.1M 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 | TONOGA , INC. TONOGA, INC. PROFIT SHARING/401(K) PLAN | PETERSBURGH NY | 240 | $33.0M | $2.3M |
| 2 | AI SKY US BIDCO, INC. XPLOR RETIREMENT PLAN | WASHINGTON DC | 1,074 | $49.3M | $447K |
| 3 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN |
BOSTON MA |
| 768 |
| $108.4M |
| $314K |
| 4 | OPTIMIZELY NORTH AMERICA INC. OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST | NASHUA NH | 505 | $74.6M | $78K |
