Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity investments Fidelity freedom index 2015 fund # in their Schedule of Assets, totaling $10.8M 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 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN | MIAMI FL | 43 | $171.0M | $1.9M |
| 2 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $1.5M |
| 3 | UTZ QUALITY FOODS, LLC |
HANOVER PA |
| 3,057 |
| $274.5M |
| $1.3M |
| 4 | CRESTLINE HOTELS & RESORTS, LLC CRESTLINE HOTELS & RESORTS, LLC RETIREMENT AND SAVINGS PLAN | FAIRFAX VA | 5,320 | $66.7M | $949K |
| 5 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 268 | $68.3M | $863K |
| 6 | PEMBINA US CORPORATION PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN | HOUSTON TX | 213 | $54.3M | $761K |
| 7 | PROPERTY CASUALTY INSURERS ASSOCIATION OF AMERICA RETIREMENT PLAN FOR EMPLOYEES OF AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION | CHICAGO IL | 161 | $96.6M | $678K |
| 8 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $621K |
| 9 | KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH CA | 83 | $37.6M | $526K |
| 10 | FISHER59, LLC FISHER59, LLC 401(K) PLAN | DENTON TX | 337 | $14.8M | $342K |
