Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fid Freedom Income in their Schedule of Assets, totaling $870K 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 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | DALLAS TX | 10,490 | $334.8M | $407K |
| 2 | PRRC, INC. PRRC EMPLOYEE SAVINGS PLAN | WETHERSFIELD CT | 2,180 | $31.9M | $229K |
| 3 | IATSE 127 IATSE LOCAL 127 PENSION PLAN |
| 2,572 |
| $8.7M |
| $215K |
| 4 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $19K |
