Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom Index 2035 Institutional Premium Class Mutual fund in their Schedule of Assets, totaling $35.5M 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 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $15.8M |
| 2 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $5.1M |
| 3 | IOWA NETWORK SERVICES DBA AUREON NETWORK SERVICES AUREON RETIREMENT SAVINGS PLAN |
WEST DES MOINES IA |
| 379 |
| $42.5M |
| $4.1M |
| 4 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 335 | $26.8M | $3.2M |
| 5 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST | LOS ANGELES CA | 273 | $20.8M | $2.9M |
| 6 | VALENTINO U.S.A., INC VALENTINO U.S.A., INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 299 | $14.9M | $2.2M |
| 7 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $1.5M |
| 8 | 1661, INC. DBA GOAT GOAT 401(K) PLAN | LOS ANGELES CA | 935 | $34.8M | $505K |
| 9 | ALPHAUSA HOLDINGS INC. ALPHAUSA HOLDINGS 401(K) RETIREMENT PLAN | WILSONVILLE OR | 238 | $5.7M | $114K |
| 10 | DOTCOM THERAPY, INC. DOTCOM THERAPY, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 279 | $2.3M | $56K |
