Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity Freedom Index 2065 - in their Schedule of Assets, totaling $27.1M 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 | SUSQUEHANNA INTERNATIONAL GROUP, LLP SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 2,080 | $934.5M | $9.1M |
| 2 | ABC PHONES OF NORTH CAROLINA, INC. VICTRA 401(K) PLAN | RALEIGH NC | 8,133 | $49.8M | $2.2M |
| 3 | PRAIRIE STATE GENERATING COMPANY, LLC |
MARISSA IL |
| 649 |
| $137.9M |
| $1.7M |
| 4 | HAECO AMERICAS HAECO AMERICAS 401(K) PLAN | GREENSBORO NC | 1,837 | $94.0M | $1.5M |
| 5 | TRIAGE, LLC TRIAGE, LLC RETIREMENT SAVINGS PLAN | OMAHA NE | 6,683 | $73.7M | $1.5M |
| 6 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $1.3M |
| 7 | APERTURE, LLC APERTURE RETIREMENT PLAN | ARLINGTON TX | 265 | $31.8M | $1.2M |
| 8 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $1.1M |
| 9 | GREAT LAKES SERVICES, LLC GREAT WOLF RESORTS 401(K) PLAN | CHICAGO IL | 12,864 | $62.2M | $922K |
| 10 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $905K |
