Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Freedom ® Index 2020 Premier in their Schedule of Assets, totaling $15.2M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $8.5M |
| 2 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $1.4M |
| 3 | THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST WISCONSIN MASONS 401(K) PLAN AND TRUST |
MADISON WI |
| 811 |
| $27.3M |
| $1.1M |
| 4 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $1.0M |
| 5 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $767K |
| 6 | SAMUEL U. RODGERS HEALTH CENTER, INC. SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN | KANSAS CITY MO | 301 | $14.6M | $755K |
| 7 | SPEAR GROUP, LLC SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST | PEACHTREE CORNERS GA | 494 | $14.7M | $662K |
| 8 | UNITED COOPERATIVE UNITED COOPERATIVE 401(K) PLAN | BEAVER DAM WI | 531 | $70.0M | $461K |
| 9 | INTREPID MUSEUM FOUNDATION INTREPID MUSEUM FOUNDATION 403(B) PLAN | NEW YORK NY | 398 | $12.5M | $120K |
| 10 | SPARUS HOLDINGS, LLC SPARUS HOLDINGS, LLC 401(K) PLAN AND TRUST. | PEACHTREE CORNERS GA | 1,003 | $5.8M | $93K |
