Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Investments** Freedom Index 2035 Fund in their Schedule of Assets, totaling $69.6M 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 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $15.3M |
| 2 | GOWAN COMPANY, LLC GOWAN GROUP 401(K) PROFIT SHARING PLAN | YUMA AZ | 891 | $91.6M | $11.4M |
| 3 | ARKANSAS HEART HOSPITAL, LLC ARKANSAS HEART HOSPITAL 401(K) PLAN |
LITTLE ROCK AR |
| 1,365 |
| $60.1M |
| $5.2M |
| 4 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $5.1M |
| 5 | BLACKSTONE IMC HOLDINGS - Q L.L.C BLACKSTONE IMC HOLDINGS Q L.L.C. 401(K) PLAN | LAS VEGAS NV | 419 | $66.7M | $4.8M |
| 6 | DATAVAIL CORPORATION DATAVAIL CORPORATION 401K PLAN | BROOMFIELD CO | 190 | $26.0M | $4.5M |
| 7 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $4.3M |
| 8 | S1L, INC. S1L, INC. 401(K) PLAN | SAN DIEGO CA | 558 | $18.6M | $4.1M |
| 9 | FAIRFIELD CHAIR COMPANY FAIRFIELD CHAIR 401(K) PLAN | LENOIR NC | 413 | $12.9M | $2.8M |
| 10 | THE MASCHHOFFS THE MASCHHOFFS 401(K) PLAN | CARLYLE IL | 833 | $45.6M | $2.7M |
