Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding Fidelity investments Fidelity freedom index 2065 fund # in their Schedule of Assets, totaling $22.0M 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 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $4.3M |
| 2 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $4.2M |
| 3 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN |
HANOVER PA |
| 3,057 |
| $274.5M |
| $2.2M |
| 4 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $1.4M |
| 5 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $1.4M |
| 6 | FREEPORT LNG DEVELOPMENT, L.P. FREEPORT LNG 401(K) PLAN | HOUSTON TX | 541 | $113.2M | $1.0M |
| 7 | PELOTON ADVANTAGE LLC OPEN HEALTH 401K RETIREMENT PLAN. | PARSIPPANY NJ | 485 | $54.2M | $877K |
| 8 | KELSO INDUSTRIES, LLC KELSO INDUSTRIES, LLC 401(K) PLAN | DRAPER UT | 2,103 | $36.9M | $710K |
| 9 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $710K |
| 10 | HORIZON HEALTH SERVICES, INC THE HORIZON CORPORATIONS RETIREMENT PLAN | GETZVILLE NY | 832 | $45.8M | $558K |
