Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Freedom Index 2065 Investor Mutual fund in their Schedule of Assets, totaling $6.0M 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 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $2.5M |
| 2 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $604K |
| 3 | RUGGABLE, LLC RUGGABLE 401(K) PLAN | GARDENA CA | 521 |
| $13.6M |
| $469K |
| 4 | CAPELLA SPACE CORP. CAPELLA SPACE 401(K) PLAN | SAN FRANCISCO CA | 195 | $11.9M | $378K |
| 5 | ARBOR BIOTECHNOLOGIES, INC. ARBOR BIOTECHNOLOGIES 401(K) PLAN | CAMBRIDGE MA | 99 | $8.7M | $267K |
| 6 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN | AUSTIN TX | 1,575 | $42.3M | $260K |
| 7 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $257K |
| 8 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $212K |
| 9 | AYLO HEALTH, LLC AYLO HEALTH 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 588 | $10.8M | $175K |
| 10 | UNIWYO FEDERAL CREDIT UNION UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LARAMIE WY | 97 | $9.1M | $175K |
