Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2025 Premium in their Schedule of Assets, totaling $5.7M 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 | MALIBU BOATS, LLC MALIBU BOATS, INC. 401(K) PLAN | LOUDON TN | 2,208 | $74.2M | $4.5M |
| 2 | MONARCH LANDSCAPE HOLDINGS, LLC MONARCH LANDSCAPE COMPANIES 401(K) PLAN | LOS ANGELES CA | 3,359 | $16.2M | $1.1M |
