Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index 2035 Fund Investor Class Registered investment company in their Schedule of Assets, totaling $21.1M 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 | CRUISE, LLC CRUISE, LLC RETIREMENT TRUST | SAN FRANCISCO CA | 2,138 | $489.2M | $15.1M |
| 2 | THE BANK OF COMMERCE THE BANK OF COMMERCE PROFIT SHARING PLAN | AMMON ID | 160 | $24.9M | $3.2M |
| 3 | REC ROOM INC. REC ROOM INC. 401(K) PLAN | SEATTLE |
| 285 |
| $25.4M |
| $994K |
| 4 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $825K |
| 5 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $485K |
| 6 | MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON UT | 127 | $5.7M | $438K |
| 7 | RBT CPAS, LLP RBT CPAS, LLP 401(K) PROFIT SHARING PLAN | NEWBURGH NY | 117 | $8.4M | $50K |
