Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Fidelity investments Fidelity freedom index 2055 fund # in their Schedule of Assets, totaling $215.5M 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 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $90.2M |
| 2 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $24.3M |
| 3 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN |
NEW YORK NY |
| 14,142 |
| $182.4M |
| $21.1M |
| 4 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $8.5M |
| 5 | HORIZON HEALTH SERVICES, INC THE HORIZON CORPORATIONS RETIREMENT PLAN | GETZVILLE NY | 832 | $45.8M | $6.9M |
| 6 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $6.2M |
| 7 | BLUE BELL CREAMERIES, INC. BLUE BELL CREAMERIES, INC. 401(K) PLAN | BRENHAM TX | 3,698 | $195.3M | $5.0M |
| 8 | FREEPORT LNG DEVELOPMENT, L.P. FREEPORT LNG 401(K) PLAN | HOUSTON TX | 541 | $113.2M | $4.7M |
| 9 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN | MIAMI FL | 43 | $171.0M | $4.4M |
| 10 | PELOTON ADVANTAGE LLC OPEN HEALTH 401K RETIREMENT PLAN. | PARSIPPANY NJ | 485 | $54.2M | $3.9M |