Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Investments Freedom Index Income Fund in their Schedule of Assets, totaling $3.3M 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 | GOWAN COMPANY, LLC GOWAN GROUP 401(K) PROFIT SHARING PLAN | YUMA AZ | 891 | $91.6M | $670K |
| 2 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $581K |
| 3 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN |
AUSTIN TX |
| 380 |
| $56.9M |
| $523K |
| 4 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $304K |
| 5 | THE MASCHHOFFS THE MASCHHOFFS 401(K) PLAN | CARLYLE IL | 833 | $45.6M | $269K |
| 6 | SUTTER EAST BAY MEDICAL GROUP, INC. SEBMG 401K PROFIT-SHARE PLAN | EMERYVILLE CA | 505 | $244.0M | $167K |
| 7 | ARKANSAS HEART HOSPITAL, LLC ARKANSAS HEART HOSPITAL 401(K) PLAN | LITTLE ROCK AR | 1,365 | $60.1M | $149K |
| 8 | SUNRIDER INTERNATIONAL SUNRIDER INTERNATIONAL RETIREMENT SAVINGS PLAN | TORRANCE CA | 166 | $53.1M | $141K |
| 9 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $131K |
| 10 | IPSEN, INC. IPSEN, INC. EMPLOYEE SAVINGS PLAN | CHERRY VALLEY IL | 246 | $37.5M | $96K |
