Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Fidelity Freedom Index 2060 Instl Prem - in their Schedule of Assets, totaling $64.2M 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 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $31.1M |
| 2 | PROPETRO SERVICES, INC. PROPETRO SERVICES, INC. 401(K) PLAN | MIDLAND TX | 2,262 | $57.4M | $4.7M |
| 3 | LEAFFILTER NORTH, LLC LEAFHOME 401(K) PLAN | HUDSON |
| 2,715 |
| $44.7M |
| $3.6M |
| 4 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $2.7M |
| 5 | TATARI, INC. TATARI, INC. 401(K) PLAN | SAN FRANCISCO CA | 242 | $14.7M | $2.1M |
| 6 | SUMO LOGIC, INC. SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN | REDWOOD CITY CA | 479 | $46.8M | $2.0M |
| 7 | CAPSTONE INVESTMENT ADVISORS LLC CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | NEW YORK NY | 191 | $28.9M | $2.0M |
| 8 | MCGOVERN AUTO GROUP CORP SERVICES, INC. MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN | NEWTON MA | 1,818 | $41.3M | $1.6M |
| 9 | PENASCOLA CHRISTIAN COLLEGE, INC. PENSACOLA CHRISTIAN COLLEGE, INC. 401(K) RETIREMENT PLAN | PENSACOLA FL | 1,186 | $96.0M | $1.6M |
| 10 | WESTROCK BEVERAGE SOLUTIONS, LLC. FILL YOUR CUP 401(K) INVESTMENT PLAN | LITTLE ROCK AR | 998 | $61.5M | $1.4M |
