Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index Income Premier in their Schedule of Assets, totaling $8.8M 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 | NEWPORT GROUP, INC. SAVEWISETM POOLED EMPLOYER PLAN | FOLSOM CA | 22,638 | $431.1M | $4.8M |
| 2 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN | SCOTTSDALE AZ | 26,625 | $333.7M | $2.9M |
| 3 | NEWPORT GROUP, INC. FIDUCIENT ADVISORS POOLED EMPLOYER PLAN |
FOLSOM CA |
| 2,618 |
| $174.4M |
| $657K |
| 4 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $423K |
| 5 | CALIAN CORP CALIAN CORP EMPLOYEE SAVINGS PLAN | HOUSTON TX | 170 | $13.4M | $17K |
