Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Freedom Index 2020 Instl Prem Mutual fund - in their Schedule of Assets, totaling $22.3M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $13.3M |
| 2 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $2.3M |
| 3 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN |
BURLINGTON MA |
| 1,179 |
| $329.4M |
| $2.2M |
| 4 | ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE MA | 933 | $23.7M | $957K |
| 5 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $903K |
| 6 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $604K |
| 7 | THE KINTETSU RETIREMENT PLAN BOARD KINTETSU RETIREMENT PLAN | TORRANCE CA | 144 | $16.7M | $540K |
| 8 | ABHE & SVOBODA, INC. ABHE & SVOBODA, INC. 401(K) PROFIT SHARING PLAN | JORDAN MN | 102 | $28.6M | $435K |
| 9 | GOVOS, INC. GOVOS 401(K) PLAN | AUSTIN TX | 190 | $6.3M | $182K |
| 10 | AMERICARE HEALTH & RETIREMENT, INC. AMERICARE HEALTH & RETIREMENT, INC. 401(K) PROFIT SHARING PLAN | SOLANA BEACH CA | 272 | $4.8M | $157K |
