Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2020 Fund Institutional Premium Class in their Schedule of Assets, totaling $45.2M 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 | $10.2M |
| 2 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $7.4M |
| 3 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN |
WHITTER CA |
| 7,079 |
| $193.6M |
| $6.7M |
| 4 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $4.1M |
| 5 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $3.6M |
| 6 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $1.5M |
| 7 | MARQUETTE SAVINGS BANK MARQUETTE SAVINGS BANK 401(K) PROFIT SHARING PLAN | ERIE PA | 163 | $30.6M | $1.4M |
| 8 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $1.3M |
| 9 | ALPHA MEASUREMENT SOLUTIONS, LLC. ALPHA MEASUREMENT SOLUTIONS, LLC. | HOUSTON TX | 224 | $12.6M | $1.3M |
| 10 | NEXTSOURCE, INC. NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | NASHVILLE TN | 5,334 | $27.3M | $1.1M |
