Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Freedom Index 2035 Investor Mutual fund in their Schedule of Assets, totaling $30.0M 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 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $4.9M |
| 2 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $4.1M |
| 3 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN |
| 1,575 |
| $42.3M |
| $3.6M |
| 4 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $3.4M |
| 5 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $2.7M |
| 6 | BLACKSKY HOLDINGS, INC. BLACKSKY HOLDINGS, INC. | HERNDON VA | 322 | $31.9M | $1.9M |
| 7 | AYLO HEALTH, LLC AYLO HEALTH 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 588 | $10.8M | $1.7M |
| 8 | FIRESTONE WALKER, INC. DBA FIRESTONE WALKER BREWING CO. FIRESTONE WALKER, INC. 401(K) PLAN | PASO ROBLES CA | 439 | $25.7M | $1.4M |
| 9 | RAPT THERAPEUTICS, INC. RAPT THERAPEUTICS, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO CA | 70 | $12.6M | $1.3M |
| 10 | COLLEGE NOW GREATER CLEVELAND INC. COLLEGE NOW GREATER CLEVELAND RETIREMENT PLAN | CLEVELAND OH | 260 | $12.4M | $841K |
