Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Freedom ® Index 2060 Premier in their Schedule of Assets, totaling $63.1M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $48.1M |
| 2 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $4.9M |
| 3 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN |
EAGAN MN |
| 420 |
| $85.7M |
| $1.3M |
| 4 | CREDIBLE LABS, INC. CREDIBLE 401(K) PLAN | CHARLOTTE NC | 170 | $14.9M | $1.3M |
| 5 | KUECKER PULSE INTEGRATION L.P. KPI 401(K) RETIREMENT PLAN | KANSAS CITY MO | 343 | $31.2M | $889K |
| 6 | UNITED COOPERATIVE UNITED COOPERATIVE 401(K) PLAN | BEAVER DAM WI | 531 | $70.0M | $768K |
| 7 | EVERWAY, LLC EVERWAY, LLC 401(K) PLAN | HURON OH | 205 | $13.7M | $732K |
| 8 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $624K |
| 9 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $624K |
| 10 | SAN FRANCISCO FIRE CREDIT UNION SAN FRANCISCO FIRE CREDIT UNION 401(K) PLAN & TRUST | SAN FRANCISCO CA | 168 | $30.2M | $622K |
