Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2065 Premier Fund " in their Schedule of Assets, totaling $3.3M 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 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $2.4M |
| 2 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $370K |
| 3 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN |
| 563 |
| $179.3M |
| $351K |
| 4 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $60K |
| 5 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $57K |
