Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Freedom ® Index Income Premier in their Schedule of Assets, totaling $5.7M 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 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $1.7M |
| 2 | INTERNATIONAL MOTORS, LLC NAVISTAR, INC. MASTER TRUST | LISLE IL | — | $1.7B | $1.4M |
| 3 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN |
| 117 |
| $13.7M |
| $579K |
| 4 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 31,299 | $862.3M | $522K |
| 5 | KUECKER PULSE INTEGRATION L.P. KPI 401(K) RETIREMENT PLAN | KANSAS CITY MO | 343 | $31.2M | $414K |
| 6 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN | WICHITA KS | 136 | $14.9M | $300K |
| 7 | INTREPID MUSEUM FOUNDATION INTREPID MUSEUM FOUNDATION 403(B) PLAN | NEW YORK NY | 398 | $12.5M | $231K |
| 8 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $217K |
| 9 | SAMUEL U. RODGERS HEALTH CENTER, INC. SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN | KANSAS CITY MO | 301 | $14.6M | $217K |
| 10 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $57K |
