Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom Index 2045 Institutional Premium Class Mutual fund in their Schedule of Assets, totaling $39.0M 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 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $19.2M |
| 2 | ATARA BIOTHERAPEUTICS, INC. ATARA BIO 401(K) PLAN | THOUSAND OAKS CA | 153 | $48.9M | $4.4M |
| 3 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN |
NEW YORK NY |
| 335 |
| $26.8M |
| $4.2M |
| 4 | IOWA NETWORK SERVICES DBA AUREON NETWORK SERVICES AUREON RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 379 | $42.5M | $4.0M |
| 5 | 1661, INC. DBA GOAT GOAT 401(K) PLAN | LOS ANGELES CA | 935 | $34.8M | $2.7M |
| 6 | VALENTINO U.S.A., INC VALENTINO U.S.A., INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 299 | $14.9M | $1.8M |
| 7 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST | LOS ANGELES CA | 273 | $20.8M | $1.2M |
| 8 | ALPHAUSA HOLDINGS INC. ALPHAUSA HOLDINGS 401(K) RETIREMENT PLAN | WILSONVILLE OR | 238 | $5.7M | $880K |
| 9 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $346K |
| 10 | DOTCOM THERAPY, INC. DOTCOM THERAPY, INC. 401(K) PROFIT SHARING PLAN | MADISON WI | 279 | $2.3M | $279K |
