Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom Index 2055 Institutional Premium Mutual fund in their Schedule of Assets, totaling $34.0M 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 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $27.7M |
| 2 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $1.6M |
| 3 | FUTURE RESEARCH, LLC FUTURE RESEARCH, INC. 401(K) PLAN |
| 132 |
| $4.0M |
| $1.4M |
| 4 | NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) 403(B) PLAN | WASHINGTON DC | 181 | $114.0M | $895K |
| 5 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $655K |
| 6 | PURPOSE HOME HEALTH PURPOSE HOME HEALTH 401(K) PLAN | INDIANAPOLIS IN | 2,963 | $9.4M | $588K |
| 7 | INDIANA FURNITURE INDUSTRIES, INC. INDIANA FURNITURE COMPANIES EMPLOYEE 401(K) PLAN | JASPER IN | 322 | $18.5M | $429K |
| 8 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $288K |
| 9 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $206K |
| 10 | GILLETTE AIR CONDITIONING GILLETTE AIR CONDITIONING PROFIT SHARING PLAN | SAN ANTONIO TX | 149 | $4.6M | $173K |
