Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2065 Fund Instl Premium Class " in their Schedule of Assets, totaling $2.1M 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 | OPTIMIZELY NORTH AMERICA INC. OPTIMIZELY 401(K) PROFIT SHARING PLAN & TRUST | NASHUA NH | 505 | $74.6M | $894K |
| 2 | AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON MA | 768 | $108.4M | $520K |
| 3 | AI SKY US BIDCO, INC. XPLOR RETIREMENT PLAN |
WASHINGTON DC |
| 1,074 |
| $49.3M |
| $510K |
| 4 | TONAL SYSTEMS, INC. TONAL SYSTEMS, INC. 401K | SAN FRANCISCO CA | 172 | $11.5M | $93K |
| 5 | TONOGA , INC. TONOGA, INC. PROFIT SHARING/401(K) PLAN | PETERSBURGH NY | 240 | $33.0M | $91K |
