Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2025 Fund Institutional Premium Mutual fund in their Schedule of Assets, totaling $4.6M 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 | ATLANTIC DIALYSIS MANAGEMENT SERVICE LLC ATLANTIC DIALYSIS 401(K) PLAN, AFFILIATED AND RELATED COMPANIES | COLLEGE POINT NY | 450 | $26.4M | $3.5M |
| 2 | INFOTRACK US INC INFOTRACK US INC 401 (K) PLAN | PETALUMA CA | 242 | $13.3M | $718K |
| 3 | CSS FARMS, LLC CSS FARMS, LLC 401K PLAN |
KEARNEY NE |
| 299 |
| $17.7M |
| $263K |
| 4 | ORNA THERAPEUTICS, INC. ORNA THERAPEUTICS 401K PLAN | WATERTOWN MA | 111 | $12.7M | $82K |
| 5 | KASA LIVING, INC. KASA LIVING, INC. 401(K) PLAN | MIAMI FL | 167 | $5.4M | $36K |
