Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity investments Fidelity freedom index income fund # in their Schedule of Assets, totaling $16.5M 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 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $5.0M |
| 2 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $2.8M |
| 3 | AUTOMATED FINANCIAL SYSTEMS, INC. |
EXTON PA |
| 285 |
| $85.1M |
| $2.1M |
| 4 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $1.9M |
| 5 | DMAX, LTD. DMAX 401(K) SAVINGS PLAN | DAYTON OH | 985 | $113.5M | $1.1M |
| 6 | SHARONVIEW FEDERAL CREDIT UNION SHARONVIEW FEDERAL CREDIT UNION 401(K) PLAN | INDIAN LAND SC | 276 | $45.0M | $800K |
| 7 | KURA ONCOLOGY, INC. KURA ONCOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 193 | $24.4M | $705K |
| 8 | HUDSON PACIFIC PROPERTIES, LP HUDSON PACIFIC PROPERTIES 401(K) PLAN | LOS ANGELES CA | 318 | $59.7M | $546K |
| 9 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $425K |
| 10 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $220K |
