Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom® Index 2020 Fund Premier Class Mutual Fund in their Schedule of Assets, totaling $22.6M 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 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $13.3M |
| 2 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $4.7M |
| 3 | ROSE INTERNATIONAL, INC. ROSE INTERNATIONAL 401(K) PLAN |
CHESTERFIELD MO |
| 4,209 |
| $56.9M |
| $1.7M |
| 4 | LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD LUCILE SALTER PACKARD CHILDREN'S HOSPITAL AT STANFORD RETIREMENT SAVINGS PLAN | PALO ALTO CA | 160 | $20.3M | $1.2M |
| 5 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $524K |
| 6 | DWELLWORKS, LLC DWELLWORKS, LLC 401(K) PLAN | CLEVELAND OH | 111 | $11.5M | $434K |
| 7 | MIQ LOGISTICS, LLC NOATUM LOGISTICS USA 401(K) PLAN | OVERLAND PARK KS | 184 | $18.0M | $304K |
| 8 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $181K |
| 9 | NORTHLAND CONTROL SYSTEMS, INC. NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MILPITAS CA | 149 | $14.8M | $103K |
| 10 | PLUME DESIGN, INC. PLUME DESIGN, INC. 401K PLAN | PALO ALTO CA | 130 | $26.2M | $89K |
