Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Collective Trust Funds * Fidelity Investments Fidelity Freedom Index 2030 R N/R in their Schedule of Assets, totaling $312.9M 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 | GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES 401K SAVINGS PLAN | DANVILLE PA | 24,845 | $3.0B | $280.5M |
| 2 | GEISINGER HEALTH PLAN GEISINGER HEALTH PLAN 401K SAVINGS PLAN | DANVILLE PA | 1,879 | $196.7M | $25.9M |
| 3 | ISS SOLUTIONS, INC. GEISINGER MEDICAL MANAGEMENT CORPORATION 401K SAFE HARBOR PLAN |
DANVILLE PA |
| 307 |
| $54.5M |
| $6.4M |
