Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Freedom Income Fund N/R in their Schedule of Assets, totaling $2.2M 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 | BILLINGS CLINIC BILLINGS CLINIC 403B PLAN | BILLINGS MT | 4,247 | $594.8M | $2.2M |
| 2 | VENBROOK GROUP, LLC VENBROOK GROUP 401(K) PLAN | WOODLAND HILLS CA | 361 | $36.5M | $17K |
