Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom Index 2030 Instl Prem Mutual funds in their Schedule of Assets, totaling $22.0M 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 | LAFONTAINE MOTORS, INC. LAFONTAINE MOTORS 401(K) PLAN | HIGHLAND MI | 2,081 | $58.2M | $7.9M |
| 2 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $7.8M |
| 3 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE |
NORTHBROOK IL |
| 7,357 |
| $343.4M |
| $4.6M |
| 4 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $1.2M |
| 5 | AMERICAN RETAIL CORPORATION WATSON'S OF CINCINNATI PROFIT SHARING 401(K) PLAN | CINCINNATI OH | 257 | $13.7M | $263K |
| 6 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $116K |
| 7 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $96K |
| 8 | PENTA GROUP, LLC PENTA GROUP 401(K) PLAN | WASHINGTON DC | 196 | $10.9M | $15K |
