Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2065 Premier in their Schedule of Assets, totaling $15.3M 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 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN | SCOTTSDALE AZ | 26,625 | $333.7M | $11.8M |
| 2 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN | FOLSOM CA | 22,638 | $431.1M | $1.8M |
| 3 | NEWPORT GROUP, INC. FIDUCIENT ADVISORS POOLED EMPLOYER PLAN |
FOLSOM CA |
| 2,618 |
| $174.4M |
| $893K |
| 4 | MILLER'S, INC. MILLER'S, INC. EMPLOYEES' PROFIT SHARING PLAN | PITTSBURG KS | 407 | $58.4M | $544K |
| 5 | ALLIANCE WATER RESOURCES, INC. ALLIANCE WATER RESOURCES, INC. PROFIT SHARING/401(K) PLAN | COLUMBIA MO | 320 | $20.9M | $156K |
| 6 | CALIAN CORP CALIAN CORP EMPLOYEE SAVINGS PLAN | HOUSTON TX | 170 | $13.4M | $45K |
| 7 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $39K |
