Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom Index 2060 Fund Premier in their Schedule of Assets, totaling $1.5M 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 | PLANET HOME LENDING, LLC PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST | IRVING TX | 1,287 | $57.9M | $1.3M |
| 2 | HUTTON REAL ESTATE SERVICES, INC. HUTTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 1,324 | $4.1M | $193K |
| 3 | PEARCE INDUSTRIES, INC. |
HOUSTON TX |
| 1,076 |
| $73.1M |
| $5K |
