Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Freedom® Index 2060 Fund Premier Class Mutual Fund in their Schedule of Assets, totaling $79.2M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $34.6M |
| 2 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $16.7M |
| 3 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 1,139 |
| $202.2M |
| $11.0M |
| 4 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $6.6M |
| 5 | STOLT-NIELSEN USA INC. STOLT-NIELSEN US 401(K) SAVINGS PLAN | HOUSTON TX | 474 | $143.1M | $2.1M |
| 6 | ROSE INTERNATIONAL, INC. ROSE INTERNATIONAL 401(K) PLAN | CHESTERFIELD MO | 4,209 | $56.9M | $1.5M |
| 7 | PLUME DESIGN, INC. PLUME DESIGN, INC. 401K PLAN | PALO ALTO CA | 130 | $26.2M | $1.3M |
| 8 | CHRONICLE BOOKS, LLC CHRONICLE BOOKS RETIREMENT PLAN | SAN FRANCISCO CA | 229 | $60.7M | $1.2M |
| 9 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $1.2M |
| 10 | HAZEL HEALTH, INC. HAZEL HEALTH, INC. 401(K) PLAN | IRVING TX | 265 | $10.7M | $996K |
