Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Frdm Idx 2050 Instl Prem in their Schedule of Assets, totaling $4.3M 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 | NEW ENGLAND LIFE CARE, INC. NEW ENGLAND LIFE CARE, INC. 403(B) RETIREMENT PLAN | SCARBOROUGH ME | 498 | $30.1M | $2.2M |
| 2 | THOMPSON CONCRETE MANAGEMENT, LTD THOMPSON CONCRETE, LTD RETIREMENT SAVINGS PLAN | CARROLL OH | 417 | $11.4M | $1.6M |
| 3 | AUXO INVESTMENT PARTNERS, LLC |
GRAND RAPIDS MI |
| 280 |
| $21.6M |
| $509K |
