Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2065 Institutional Premium Class Mutual Funds in their Schedule of Assets, totaling $123K 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 | THOMPSON CONCRETE MANAGEMENT, LTD THOMPSON CONCRETE, LTD RETIREMENT SAVINGS PLAN | CARROLL OH | 417 | $11.4M | $118K |
| 2 | NORCAL HARVESTING, LLC NORCAL HARVESTING, LLC 401(K) PLAN | SALINAS CA | 1,080 | $679K | $4K |
