Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Freedom ® Index 2050 Premier in their Schedule of Assets, totaling $188.2M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $87.3M |
| 2 | INTERNATIONAL MOTORS, LLC NAVISTAR, INC. MASTER TRUST | LISLE IL | — | $1.7B | $62.1M |
| 3 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP |
| 5,120 |
| $129.1M |
| $10.3M |
| 4 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $2.8M |
| 5 | EVERWAY, LLC EVERWAY, LLC 401(K) PLAN | HURON OH | 205 | $13.7M | $2.7M |
| 6 | VEHLO PURCHASER, LLC VEHLO PURCHASER, LLC 401(K) PLAN | KNOXVILLE TN | 484 | $16.1M | $2.3M |
| 7 | CREDIBLE LABS, INC. CREDIBLE 401(K) PLAN | CHARLOTTE NC | 170 | $14.9M | $2.3M |
| 8 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $1.9M |
| 9 | SAMUEL U. RODGERS HEALTH CENTER, INC. SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN | KANSAS CITY MO | 301 | $14.6M | $1.9M |
| 10 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $1.3M |
