Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2030 Fund Institutional Premium Class in their Schedule of Assets, totaling $138.0M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $24.7M |
| 2 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $22.6M |
| 3 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN |
| 7,079 |
| $193.6M |
| $18.0M |
| 4 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $11.7M |
| 5 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $11.0M |
| 6 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $8.4M |
| 7 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $6.8M |
| 8 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $5.7M |
| 9 | CNB BANK CNB BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CLEARFIELD PA | 789 | $96.9M | $4.3M |
| 10 | DYNAMIC MANUFACTURING, INC. DYNAMIC MANUFACTURING, INC. 401(K) SAVINGS PLAN | HILLSIDE IL | 1,423 | $34.8M | $3.7M |
