Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2040 Fund Institutional Premium Class in their Schedule of Assets, totaling $165.0M 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 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $26.0M |
| 2 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $21.7M |
| 3 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN |
| 8,218 |
| $996.9M |
| $20.2M |
| 4 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $17.7M |
| 5 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $15.7M |
| 6 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $12.7M |
| 7 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $8.1M |
| 8 | DYNAMIC MANUFACTURING, INC. DYNAMIC MANUFACTURING, INC. 401(K) SAVINGS PLAN | HILLSIDE IL | 1,423 | $34.8M | $5.2M |
| 9 | BRADSHAW INTERNATIONAL, INC. BRADSHAW HOME BEFORE-TAX SAVINGS PLAN | RANCHO CUCAMONGA CA | 394 | $33.5M | $4.4M |
| 10 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $3.7M |
