Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity Freedom Index 2025 - in their Schedule of Assets, totaling $97.8M 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 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $12.6M |
| 2 | HAECO AMERICAS HAECO AMERICAS 401(K) PLAN | GREENSBORO NC | 1,837 | $94.0M | $11.7M |
| 3 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN |
CHICAGO IL |
| 1,401 |
| $136.7M |
| $10.0M |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 2,080 | $934.5M | $9.2M |
| 5 | POMS & ASSOCIATES INSURANCE BROKERS, LLC POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN | CALABASAS CA | 110 | $29.9M | $6.2M |
| 6 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $6.1M |
| 7 | PRAIRIE STATE GENERATING COMPANY, LLC PRAIRIE STATE GENERATING COMPANY, LLC 401(K) PLAN | MARISSA IL | 649 | $137.9M | $5.2M |
| 8 | SPEARS MANUFACTURING CO. SPEARS MANUFACTURING 401(K) PLAN | SYLMAR CA | 2,021 | $65.0M | $4.5M |
| 9 | HOSHIZAKI USA HOLDINGS, INC. HOSHIZAKI USA HOLDINGS, INC. RETIREMENT PLAN | PEACHTREE CITY GA | 1,731 | $117.0M | $3.8M |
| 10 | ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC. ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | DUBLIN OH | 1,014 | $97.7M | $3.5M |
