Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Freedom Index 2030 Ipr in their Schedule of Assets, totaling $165.6M 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 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $23.6M |
| 2 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $21.8M |
| 3 | ALBERT EINSTEIN COLLEGE OF MEDICINE |
BRONX NY |
| 2,100 |
| $593.5M |
| $20.3M |
| 4 | VSC FIRE & SECURITY, INC. VSC FIRE & SECURITY 401(K) SAVINGS PLAN | RICHMOND VA | 1,974 | $107.8M | $16.6M |
| 5 | CHARTER NEXT GENERATION, INC. CHARTER NEXT GENERATION, INC. 401(K) PLAN | CHICAGO IL | 2,385 | $137.7M | $14.1M |
| 6 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $12.9M |
| 7 | SYNCHRONOSS TECHNOLOGIES, INC. SYNCHRONOSS TECHNOLOGIES, INC. 401(K) PLAN | BRIDGEWATER NJ | 253 | $95.9M | $7.1M |
| 8 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $6.9M |
| 9 | WEALTH ENHANCEMENT GROUP, LLC WEALTH ENHANCEMENT GROUP 401(K) PLAN | PLYMOUTH MN | 1,581 | $198.6M | $5.4M |
| 10 | SKYWALKER HOLDINGS, LLC SKYWALKER HOLDINGS 401(K) PLAN | SAN FRANCISCO CA | 238 | $32.8M | $4.0M |
