Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity Investments* Fidelity Freedom Income Fund in their Schedule of Assets, totaling $7.2M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $1.1M |
| 2 | CATALENT PHARMA SOLUTIONS, INC. CATALENT PHARMA SOLUTIONS, INC. 401(K) PLAN | SOMERSET NJ | 8,355 | $870.8M | $1.1M |
| 3 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN |
ENFIELD CT |
| 761 |
| $133.3M |
| $648K |
| 4 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN | MIAMI FL | 43 | $171.0M | $492K |
| 5 | UTEX INDUSTRIES, INC. UTEX INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 394 | $20.7M | $367K |
| 6 | AVOX SYSTEMS INC. AVOX SYSTEMS 401(K) PLAN | LANCASTER NY | 139 | $31.7M | $335K |
| 7 | PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION | CHICAGO IL | 161 | $96.6M | $324K |
| 8 | ARKOS FIELD SERVICES, LP ARKOS FIELD SERVICES 401(K) PLAN | WALLER TX | 177 | $10.3M | $311K |
| 9 | LEXICON PHARMACEUTICALS, INC. LEXICON PHARMACEUTICALS, INC. 401 (K) PLAN | THE WOODLANDS TX | 109 | $64.7M | $290K |
| 10 | AEES, INC. PKC GROUP 401(K) SAVINGS & PROFIT SHARING PLAN | FARMINGTON HILLS MI | 197 | $53.5M | $260K |
