Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2055 Fund Institutional Premium Class in their Schedule of Assets, totaling $108.1M 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 | $29.5M |
| 2 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $13.4M |
| 3 | ALTERN MARKETING, LLC GOLDEN HIPPO RETIREMENT PLAN | WOODLAND HILLS |
| 1,611 |
| $40.9M |
| $11.1M |
| 4 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $8.0M |
| 5 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $7.5M |
| 6 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $7.1M |
| 7 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $4.7M |
| 8 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $3.2M |
| 9 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $2.7M |
| 10 | CHARLIE HEALTH, INC. CHARLIE HEALTH 401(K) PLAN | BOZEMAN MT | 1,511 | $14.6M | $2.5M |
