Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Freedom Index 2055 Instl Prem Mutual fund † in their Schedule of Assets, totaling $101.2M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $39.6M |
| 2 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN | MORRISTOWN NJ | 2,385 | $172.2M | $14.8M |
| 3 | VANTA INC VANTA 401(K) PLAN |
| 542 |
| $24.7M |
| $7.4M |
| 4 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN | BURLINGTON MA | 1,179 | $329.4M | $6.8M |
| 5 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $4.7M |
| 6 | THIRD BRIDGE (US) INC. THIRD BRIDGE 401(K) PROFIT SHARING PLAN | NEW YORK NY | 394 | $18.4M | $3.7M |
| 7 | CODE FOR AMERICA LABS, INC. CODE FOR AMERICA 401(K) PLAN | OAKLAND CA | 161 | $16.0M | $3.0M |
| 8 | FUELCOMM, INC STACKLINE 401(K) PLAN | SEATTLE WA | 212 | $17.0M | $2.9M |
| 9 | AXLE LOGISTICS, LLC AXLE LOGISTICS 401(K) PLAN | KNOXVILLE TN | 488 | $14.3M | $2.4M |
| 10 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $2.2M |
