Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Freedom Index 2025 Investor Mutual fund in their Schedule of Assets, totaling $15.7M 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 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $3.8M |
| 2 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN | AUSTIN TX | 1,575 | $42.3M | $1.9M |
| 3 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN |
| 327 |
| $58.3M |
| $1.6M |
| 4 | BLACKSKY HOLDINGS, INC. BLACKSKY HOLDINGS, INC. | HERNDON VA | 322 | $31.9M | $1.4M |
| 5 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $1.2M |
| 6 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $977K |
| 7 | AYLO HEALTH, LLC AYLO HEALTH 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 588 | $10.8M | $848K |
| 8 | TAYLOR MANAGEMENT COMPANY TAYLOR MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | WHIPPANY NJ | 231 | $8.6M | $770K |
| 9 | UNIWYO FEDERAL CREDIT UNION UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LARAMIE WY | 97 | $9.1M | $687K |
| 10 | TALLY PERSONNEL, LLC TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | HOUSTON TX | 375 | $9.3M | $515K |
