Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Freedom Index 2035 Instl Prem Mutual fund - in their Schedule of Assets, totaling $149.1M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $71.7M |
| 2 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN | BURLINGTON MA | 1,179 | $329.4M | $26.7M |
| 3 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN |
MORRISTOWN NJ |
| 2,385 |
| $172.2M |
| $15.5M |
| 4 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $6.6M |
| 5 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $5.1M |
| 6 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $2.8M |
| 7 | BROOKVILLE EQUIPMENT CORPORATION BROOKVILLE EQUIPMENT CORPORATION 401(K) PLAN | BROOKVILLE PA | 197 | $17.3M | $2.6M |
| 8 | ENERGY NORTH, INC. ENERGY NORTH RETIREMENT PLAN | LAWRENCE MA | 933 | $23.7M | $2.5M |
| 9 | UNCHAINED LABS LLC UNCHAINED LABS RETIREMENT SAVINGS PLAN | PLEASANTON CA | 154 | $22.0M | $2.4M |
| 10 | GOVOS, INC. GOVOS 401(K) PLAN | AUSTIN TX | 190 | $6.3M | $1.4M |
