Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2065 Instl Prem in their Schedule of Assets, totaling $2.5M 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 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $1.1M |
| 2 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $578K |
| 3 | PANTHERX SPECIALTY, LLC PANTHERX SPECIALTY, LLC 401(K) PLAN |
PITTSBURGH PA |
| 638 |
| $16.8M |
| $314K |
| 4 | MEDELY, INC. MEDELY 401(K) PLAN | LOS ANGELES CA | 195 | $8.0M | $181K |
| 5 | NATURAL GAS SERVICES GROUP, INC. NATURAL GAS SERVICES GROUP, INC. 401(K) PLAN | MIDLAND TX | 238 | $15.2M | $160K |
| 6 | ASCENDIS PHARMA, INC. ASCENDIS PHARMA 401(K) PLAN | PALO ALTO CA | 294 | $37.9M | $72K |
| 7 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS GA | 189 | $34.1M | $33K |
| 8 | H CODE MEDIA, INC. H CODE MEDIA 401(K) PLAN | SANTA MONICA CA | 160 | $15.8M | $11K |
| 9 | MECKLEYS LIMESTONE PRODUCTS, INC MECKLEY'S LIMESTONE, INC. 401(K) PROFIT SHARING PLAN | MIFFLINBURG PA | 142 | $9.5M | $9K |
