Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2015 Fund Institutional Premium Class in their Schedule of Assets, totaling $12.2M 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 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $3.4M |
| 2 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $2.2M |
| 3 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN |
WHITTER CA |
| 7,079 |
| $193.6M |
| $2.0M |
| 4 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $1.3M |
| 5 | DYNAMIC MANUFACTURING, INC. DYNAMIC MANUFACTURING, INC. 401(K) SAVINGS PLAN | HILLSIDE IL | 1,423 | $34.8M | $1.0M |
| 6 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $587K |
| 7 | ZIM INDUSTRIES, INC ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN | FRESNO CA | 148 | $25.6M | $330K |
| 8 | NEXTSOURCE, INC. NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | NASHVILLE TN | 5,334 | $27.3M | $314K |
| 9 | CNB BANK CNB BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CLEARFIELD PA | 789 | $96.9M | $198K |
| 10 | TAFT ELECTRIC COMPANY, INC. TAFT ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VENTURA CA | 158 | $15.7M | $157K |
