Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Freedom ® Index 2065 Premier in their Schedule of Assets, totaling $28.2M 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 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $21.7M |
| 2 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $3.0M |
| 3 | NATIONWIDE MARKETING GROUP LLC NATIONWIDE MARKETING GROUP 401(K) PLAN |
WINSTON SALEM NC |
| 303 |
| $19.9M |
| $400K |
| 4 | THE BOARD OF TRUSTEES OF THE WISCONSIN MASONS 401(K) PLAN AND TRUST WISCONSIN MASONS 401(K) PLAN AND TRUST | MADISON WI | 811 | $27.3M | $398K |
| 5 | KUECKER PULSE INTEGRATION L.P. KPI 401(K) RETIREMENT PLAN | KANSAS CITY MO | 343 | $31.2M | $385K |
| 6 | SPARUS HOLDINGS, LLC SPARUS HOLDINGS, LLC 401(K) PLAN AND TRUST. | PEACHTREE CORNERS GA | 1,003 | $5.8M | $282K |
| 7 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $275K |
| 8 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $222K |
| 9 | KETER ENVIRONMENTAL SERVICES INC KETER ENVIRONMENTAL SERVICES INC - 401(K) | STAMFORD CT | 279 | $12.7M | $222K |
| 10 | UNITED COOPERATIVE UNITED COOPERATIVE 401(K) PLAN | BEAVER DAM WI | 531 | $70.0M | $211K |
