Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding Fidelity Freedom Index 2065 Instl Prem - in their Schedule of Assets, totaling $17.3M 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 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $7.9M |
| 2 | PROPETRO SERVICES, INC. PROPETRO SERVICES, INC. 401(K) PLAN | MIDLAND TX | 2,262 | $57.4M | $1.9M |
| 3 | LEAFFILTER NORTH, LLC LEAFHOME 401(K) PLAN | HUDSON |
| 2,715 |
| $44.7M |
| $1.4M |
| 4 | CAPSTONE INVESTMENT ADVISORS LLC CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | NEW YORK NY | 191 | $28.9M | $1.2M |
| 5 | SUMO LOGIC, INC. SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN | REDWOOD CITY CA | 479 | $46.8M | $732K |
| 6 | SANSONE GROUP, LLC SANSONE GROUP 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 171 | $13.5M | $561K |
| 7 | EVERVET OPERATIONS, LLC EVERVET 401(K) RETIREMENT PLAN | WEST CONSHOHOCKEN PA | 660 | $13.2M | $440K |
| 8 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $432K |
| 9 | MCGOVERN AUTO GROUP CORP SERVICES, INC. MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN | NEWTON MA | 1,818 | $41.3M | $271K |
| 10 | VAN ANDEL RESEARCH INSTITUTE VAN ANDEL INSTITUTE RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 506 | $115.3M | $265K |
