Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom Index 2055 Institutional Premium Class Mutual fund in their Schedule of Assets, totaling $24.3M 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 | $9.9M |
| 2 | 1661, INC. DBA GOAT GOAT 401(K) PLAN | LOS ANGELES CA | 935 | $34.8M | $6.6M |
| 3 | THE AZOFF COMPANY LLC THE AZOFF COMPANY 401(K) PLAN AND TRUST |
LOS ANGELES CA |
| 273 |
| $20.8M |
| $2.2M |
| 4 | TG THERAPEUTICS, INC. TG THERAPEUTICS, INC. RETIREMENT SAVINGS PLAN | NEW YORK NY | 335 | $26.8M | $1.5M |
| 5 | VALENTINO U.S.A., INC VALENTINO U.S.A., INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 299 | $14.9M | $1.3M |
| 6 | IOWA NETWORK SERVICES DBA AUREON NETWORK SERVICES AUREON RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 379 | $42.5M | $1.0M |
| 7 | ALPHAUSA HOLDINGS INC. ALPHAUSA HOLDINGS 401(K) RETIREMENT PLAN | WILSONVILLE OR | 238 | $5.7M | $900K |
| 8 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $861K |
