Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom Index 2055 Instl Prem Mutual funds in their Schedule of Assets, totaling $45.3M 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 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE CRATE & BARREL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 7,357 | $343.4M | $21.1M |
| 2 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $13.2M |
| 3 | LAFONTAINE MOTORS, INC. |
HIGHLAND MI |
| 2,081 |
| $58.2M |
| $4.5M |
| 4 | QSI, INC. QSI, INC. 401(K) PROFIT SHARING PLAN | BARDSTOWN KY | 913 | $28.0M | $1.5M |
| 5 | PENTA GROUP, LLC PENTA GROUP 401(K) PLAN | WASHINGTON DC | 196 | $10.9M | $1.3M |
| 6 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $1.0M |
| 7 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $867K |
| 8 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $701K |
| 9 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $506K |
| 10 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $361K |
