Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Freedom Index 2070 Fund – Institutional Premium Class in their Schedule of Assets, totaling $850K 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 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $737K |
| 2 | VILLAGE PRACTICE MANAGEMENT COMPANY, LLC VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 17,015 | $1.4B | $24K |
| 3 | BETTS INDUSTRIES, INC. BETTS INDUSTRIES, INC. 401(K) PLAN |
WARREN PA |
| 296 |
| $48.9M |
| $15K |
| 4 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN | WESTBOROUGH MA | 16,690 | $337.9M | $15K |
| 5 | ENTERPRISE OFFSHORE DRILLING LLC ENTERPRISE OFFSHORE DRILLING 401(K) PLAN | HOUSTON TX | 407 | $15.3M | $14K |
| 6 | CLARIOS, LLC CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN | GLENDALE WI | 5,200 | $333.6M | $11K |
| 7 | CAPITAL SQUARE REALTY ADVISORS, LLC DBA CAPITAL SQUARE CAPITAL SQUARE 401(K) PLAN | GLEN ALLEN VA | 342 | $8.4M | $11K |
| 8 | JEWISH SENIOR LIFE JEWISH SENIOR LIFE 401(K) RETIREMENT PLAN | ROCHESTER NY | 1,039 | $26.2M | $5K |
| 9 | DEL-AIR HEATING, AIR CONDITIONING & REFRIGERATION, INC. DEL-AIR 401(K) RETIREMENT PLAN | LAKE MARY FL | 665 | $12.0M | $4K |
| 10 | OIL PATCH GROUP, INC. OIL PATCH GROUP, INC. 401(K) PLAN | HOUSTON TX | 381 | $6.6M | $4K |
