Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom ® Index Income Premier in their Schedule of Assets, totaling $4.3M 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 | PLAN PROFESSIONALS, LLC ACCRUEWISE PEP | SHREWSBURY NJ | 5,120 | $129.1M | $1.7M |
| 2 | THE MATHEWS COMPANY, LLC THE MATHEWS COMPANY 401K PLAN | NASHVILLE TN | 117 | $13.7M | $579K |
| 3 | WAND NEWCO 3, INC. CALIBER HOLDINGS LLC RETIREMENT SAVINGS PLAN |
LEWISVILLE TX |
| 31,299 |
| $862.3M |
| $522K |
| 4 | KUECKER PULSE INTEGRATION L.P. KPI 401(K) RETIREMENT PLAN | KANSAS CITY MO | 343 | $31.2M | $414K |
| 5 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN | WICHITA KS | 136 | $14.9M | $300K |
| 6 | INTREPID MUSEUM FOUNDATION INTREPID MUSEUM FOUNDATION 403(B) PLAN | NEW YORK NY | 398 | $12.5M | $231K |
| 7 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $217K |
| 8 | SAMUEL U. RODGERS HEALTH CENTER, INC. SAMUEL U. RODGERS HEALTH CENTER 403(B) PLAN | KANSAS CITY MO | 301 | $14.6M | $217K |
| 9 | HUNT ELECTRIC CORPORATION HUNT ELECTRIC CORPORATION AND ECSI 401(K) PROFIT SHARING PLAN | EAGAN MN | 420 | $85.7M | $57K |
| 10 | UNITED COOPERATIVE UNITED COOPERATIVE 401(K) PLAN | BEAVER DAM WI | 531 | $70.0M | $55K |
