Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index 2065 Fund Institutional Premium Class in their Schedule of Assets, totaling $18.2M 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 | $3.5M |
| 2 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $2.4M |
| 3 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN |
THE WOODLANDS TX |
| 1,012 |
| $159.8M |
| $2.1M |
| 4 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $1.6M |
| 5 | CHENEGA CORPORATION CHENEGA CORPORATION FRINGE RETIREMENT PLAN | ANCHORAGE AK | 2,634 | $35.2M | $1.5M |
| 6 | ALTERN MARKETING, LLC GOLDEN HIPPO RETIREMENT PLAN | WOODLAND HILLS CA | 1,611 | $40.9M | $1.0M |
| 7 | CHARLIE HEALTH, INC. CHARLIE HEALTH 401(K) PLAN | BOZEMAN MT | 1,511 | $14.6M | $872K |
| 8 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 1,228 | $234.7M | $747K |
| 9 | CNB BANK CNB BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CLEARFIELD PA | 789 | $96.9M | $562K |
| 10 | HILLCREST CONTRACTING, INC. HILLCREST CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | CORONA CA | 113 | $12.8M | $480K |
