Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index 2065 Institutional Premium " in their Schedule of Assets, totaling $599K 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 | DURAVENT, INC. DURAVENT GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | DETROIT MI | 871 | $48.7M | $227K |
| 2 | KALTURA INC. KALTURA INC. 401(K) PLAN | NEW YORK NY | 134 | $11.4M | $101K |
| 3 | J.J. COLLINS SONS, INC. J.J. COLLINS' SONS, INC. 401(K) PLAN |
LISLE IL |
| 130 |
| $11.7M |
| $74K |
| 4 | DSR AUTO MANAGEMENT LLC DSR AUTO MANAGEMENT 401(K) PLAN | SACO ME | 456 | $13.2M | $64K |
| 5 | JOHNSON ENGINEERING, LLC JOHNSON ENGINEERING, LLC EMPLOYEE 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 134 | $14.9M | $64K |
| 6 | D & G SUPPORT SERVICES, LLC D & G SUPPORT SERVICES 401(K) PLAN | WOODBRIDGE VA | 199 | $6.0M | $62K |
| 7 | WASC HOLDING LLC WASC HOLDING LLC SAVINGS & INVESTMENT PLAN | WAYNE NJ | 83 | $31.8M | $8K |
