Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Freedom Index Income - in their Schedule of Assets, totaling $18.5M 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 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $6.2M |
| 2 | ZF NORTH AMERICA, INC. ZF NORTH AMERICA, INC. 401(K) SAVINGS PLAN | NORTHVILLE MI | 8,170 | $1.7B | $4.5M |
| 3 | POMS & ASSOCIATES INSURANCE BROKERS, LLC POMS & ASSOCIATES INSURANCE BROKERS, LLC 401(K) PROFIT SHARING PLAN |
CALABASAS CA |
| 110 |
| $29.9M |
| $1.8M |
| 4 | ATANE ENGINEERS, ARCHITECTS AND LAND SURVEYORS, D.P.C. ATANE 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 296 | $38.2M | $1.6M |
| 5 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $1.1M |
| 6 | AVISON YOUNG (USA) INC. AVISON YOUNG (US) 401(K) PLAN | CHICAGO IL | 1,401 | $136.7M | $809K |
| 7 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $703K |
| 8 | CANVAS ENERGY LLC CANVAS ENERGY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 91 | $42.5M | $498K |
| 9 | ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC. ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | DUBLIN OH | 1,014 | $97.7M | $404K |
| 10 | BARNES & NOBLE, INC. BARNES & NOBLE 401(K) PLAN | WESTBURY NY | 13,045 | $789.9M | $281K |
