Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Freedom Index Inc Instl Prem - in their Schedule of Assets, totaling $7.6M 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 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $6.0M |
| 2 | MCGOVERN AUTO GROUP CORP SERVICES, INC. MCGOVERN AUTO GROUP 401(K) SAVINGS PLAN | NEWTON MA | 1,818 | $41.3M | $703K |
| 3 | MACE NORTH AMERICA, LTD MACE NORTH AMERICA, LTD 401(K) PLAN |
NEW YORK NY |
| 123 |
| $12.4M |
| $169K |
| 4 | SANSONE GROUP, LLC SANSONE GROUP 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 171 | $13.5M | $137K |
| 5 | BRIDGE PARTNERS, LLC BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ISSAQUAH WA | 255 | $25.3M | $93K |
| 6 | LORD AECK SARGENT PLANNING AND DESIGN, INC. LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | ATLANTA GA | 158 | $14.3M | $92K |
| 7 | DIDION MILLING, INC DIDION MILLING, INC 401(K) PROFIT SHARING PLAN | CAMBRIA WI | 253 | $22.5M | $90K |
| 8 | LEAFFILTER NORTH, LLC LEAFHOME 401(K) PLAN | HUDSON OH | 2,715 | $44.7M | $86K |
| 9 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $74K |
| 10 | TRG FIDUCIARY SERVICES, LLC TRG 401(K) PLAN | LAKEWOOD RANCH FL | 943 | $17.9M | $36K |
