Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Freedom Index Income Mutual fund in their Schedule of Assets, totaling $3.1M 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 | CROW WING COOPERATIVE POWER & LIGHT COMPANY CROW WING COOPERATIVE POWER & LIGHT CO. EMPLOYEES RETIREMENT PLAN | BRAINERD MN | 122 | $37.9M | $871K |
| 2 | DOREL U.S.A., INC. DOREL U.S.A. SALARIED 401(K) RETIREMENT PLAN | COLUMBUS IN | 683 | $88.9M | $759K |
| 3 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN |
BELLEVUE WA |
| 2,431 |
| $273.8M |
| $370K |
| 4 | GORDON E. AND BETTY I. MOORE FOUNDATION GORDON AND BETTY MOORE FOUNDATION 401(K) PLAN | PALO ALTO CA | 100 | $75.3M | $345K |
| 5 | CAPITAL LUMBER COMPANY CAPITAL LUMBER COMPANY 401(K) PLAN | PHOENIX AZ | 416 | $48.8M | $166K |
| 6 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $107K |
| 7 | AIFS, INC. AIFS, INC. RETIREMENT SAVINGS PLAN | STAMFORD CT | 438 | $89.1M | $99K |
| 8 | TEAL JONES LUMBER SERVICES, INC. TEAL JONES LUMBER SERVICES, INC. 401(K) PLAN | SUMAS WA | 100 | $9.1M | $98K |
| 9 | ELESSENT CLEAN TECHNOLOGIES ELESSENT CLEAN TECHNOLOGIES INC. 401(K) PLAN | ST. LOUIS MO | 238 | $42.8M | $94K |
| 10 | UMOJA BIOPHARMA, INC. UMOJA BIOPHARMA, INC. 401(K) PLAN | SEATTLE WA | 164 | $16.1M | $75K |
