Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2015 Premier in their Schedule of Assets, totaling $17.5M 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 | NEWPORT GROUP, INC. FIDUCIENT ADVISORS POOLED EMPLOYER PLAN | FOLSOM CA | 2,618 | $174.4M | $9.0M |
| 2 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN | SCOTTSDALE AZ | 26,625 | $333.7M | $4.3M |
| 3 | MILLER'S, INC. MILLER'S, INC. EMPLOYEES' PROFIT SHARING PLAN |
PITTSBURG KS |
| 407 |
| $58.4M |
| $3.6M |
| 4 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN | FOLSOM CA | 22,638 | $431.1M | $489K |
| 5 | ALLIANCE WATER RESOURCES, INC. ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401(K) PLAN | COLUMBIA MO | 320 | $20.9M | $22K |
| 6 | CALIAN CORP CALIAN CORP EMPLOYEE SAVINGS PLAN | HOUSTON TX | 170 | $13.4M | $14K |
