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 Instl Prem Registered investment company in their Schedule of Assets, totaling $2.9M 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 | DANIEL J. QUIRK, INC. DANIEL J. QUIRK INC. RETIREMENT SAVINGS PLAN | BRAINTREE MA | 1,093 | $23.9M | $1.2M |
| 2 | HINGE HEALTH, INC. HINGE HEALTH, INC. 401(K) PLAN | SAN FRANCISCO CA | 1,300 | $75.6M | $619K |
| 3 | SAUER BRANDS, INC. THE SAUER BRANDS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
RICHMOND VA |
| 927 |
| $68.9M |
| $295K |
| 4 | TABLE MOUNTAIN RANCHERIA BAND OF INDIANS TABLE MOUNTAIN RANCHERIA 401(K) PLAN | FRIANT CA | 1,164 | $45.3M | $273K |
| 5 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 224 | $7.7M | $236K |
| 6 | THE 615 GROUP, LLC THE 615 GROUP 401(K) PLAN | NASHVILLE TN | 274 | $6.3M | $226K |
| 7 | ALIXA RX, LLC ALIXA RX, LLC 401(K) PLAN | PLANO TX | 220 | $10.9M | $65K |
| 8 | MD2 INTERNATIONAL, LLC MD2 INTERNATIONAL, LLC RETIREMENT TRUST | BELLEVUE WA | 167 | $33.8M | $13K |
| 9 | PT SERVICES REHABILITATION INC PT SERVICES REHABILITATION INC 401(K) PROFIT SHARING PLAN & TRUST | TIFFIN OH | 230 | $22.6M | $5K |
