Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom® Index Income Fund Institutional Premium Class in their Schedule of Assets, totaling $3.6M 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 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $1.3M |
| 2 | NEWSDAY LLC NEWSDAY 401(K) SAVINGS PLAN | MELVILLE NY | 515 | $208.0M | $794K |
| 3 | PADRES LP SAN DIEGO PADRES BASEBALL CLUB 401(K) SAVINGS PLAN | SAN DIEGO CA |
| 539 |
| $66.4M |
| $254K |
| 4 | INDORAMA VENTURES OXIDES LLC INDORAMA VENTURES 401(K) PLAN | THE WOODLANDS TX | 1,012 | $159.8M | $254K |
| 5 | TAFT ELECTRIC COMPANY, INC. TAFT ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VENTURA CA | 158 | $15.7M | $196K |
| 6 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $177K |
| 7 | NEXTSOURCE, INC. NEXTSOURCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | NASHVILLE TN | 5,334 | $27.3M | $143K |
| 8 | APTOS, LLC APTOS 401(K) SAVINGS PLAN | ALPHARETTA GA | 215 | $59.8M | $135K |
| 9 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $122K |
| 10 | ZIM INDUSTRIES, INC ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN | FRESNO CA | 148 | $25.6M | $86K |
