Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom Index 2060 Institutional Premium Mutual fund in their Schedule of Assets, totaling $21.3M 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 | $17.2M |
| 2 | FUTURE RESEARCH, LLC FUTURE RESEARCH, INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $4.0M | $863K |
| 3 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN |
KANSAS CITY MO |
| 534 |
| $46.8M |
| $804K |
| 4 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $603K |
| 5 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $510K |
| 6 | INDIANA FURNITURE INDUSTRIES, INC. INDIANA FURNITURE COMPANIES EMPLOYEE 401(K) PLAN | JASPER IN | 322 | $18.5M | $450K |
| 7 | 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 | $376K |
| 8 | PURPOSE HOME HEALTH PURPOSE HOME HEALTH 401(K) PLAN | INDIANAPOLIS IN | 2,963 | $9.4M | $290K |
| 9 | GILLETTE AIR CONDITIONING GILLETTE AIR CONDITIONING PROFIT SHARING PLAN | SAN ANTONIO TX | 149 | $4.6M | $157K |
| 10 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $115K |
