Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2065 Institutional Premium Mutual fund in their Schedule of Assets, totaling $4.1M 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 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $2.7M |
| 2 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $717K |
| 3 | EIGHTFOLD AI INC EIGHTFOLD AI INC 401(K) PLAN |
| 297 |
| $23.5M |
| $180K |
| 4 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $134K |
| 5 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $107K |
| 6 | NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) 403(B) PLAN | WASHINGTON DC | 181 | $114.0M | $95K |
| 7 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $81K |
| 8 | FUTURE RESEARCH, LLC FUTURE RESEARCH, INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $4.0M | $67K |
| 9 | GILLETTE AIR CONDITIONING GILLETTE AIR CONDITIONING PROFIT SHARING PLAN | SAN ANTONIO TX | 149 | $4.6M | $21K |
