Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Freedom ® Index 2045 Premier in their Schedule of Assets, totaling $128.8M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $84.4M |
| 2 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $13.1M |
| 3 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN |
EAGAN MN |
| 420 |
| $85.7M |
| $7.6M |
| 4 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $2.9M |
| 5 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $2.1M |
| 6 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $2.1M |
| 7 | NATIONWIDE MARKETING GROUP LLC NATIONWIDE MARKETING GROUP 401(K) PLAN | WINSTON SALEM NC | 303 | $19.9M | $2.0M |
| 8 | EVERWAY, LLC EVERWAY, LLC 401(K) PLAN | HURON OH | 205 | $13.7M | $1.8M |
| 9 | VEHLO PURCHASER, LLC VEHLO PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 484 | $16.1M | $1.7M |
| 10 | RAUSCH STURM, LLP RAUSCH STURM, LLP 401(K) PLAN | BROOKFIELD WI | 133 | $5.9M | $1.7M |
