Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2060 Instl Prem Mutual funds in their Schedule of Assets, totaling $27.6M 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 | 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 | $11.1M |
| 2 | APPLIED MEDICAL RESOURCES CORP. APPLIED MEDICAL RESOURCES CORPORATION 401(K) PLAN | RSM CA | 3,683 | $226.7M | $9.7M |
| 3 | LAFONTAINE MOTORS, INC. |
HIGHLAND MI |
| 2,081 |
| $58.2M |
| $3.4M |
| 4 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $1.0M |
| 5 | PENTA GROUP, LLC PENTA GROUP 401(K) PLAN | WASHINGTON DC | 196 | $10.9M | $949K |
| 6 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $728K |
| 7 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $395K |
| 8 | AMERICAN RETAIL CORPORATION WATSON'S OF CINCINNATI PROFIT SHARING 401(K) PLAN | CINCINNATI OH | 257 | $13.7M | $264K |
| 9 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $44K |
