Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2030 Instl Prem N/R in their Schedule of Assets, totaling $1.2M 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 | CIRCUIT CHECK, INC. CIRCUIT CHECK, INC. 401(K) RETIREMENT SAVINGS PLAN | MAPLE GROVE MN | 121 | $21.3M | $1.2M |
| 2 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $53K |
| 3 | PENTASTAR AVIATION, LLC PENTASTAR AVIATION, LLC 401(K) SAVINGS PLAN |
WATERFORD MI |
| 238 |
| $26.9M |
| $3K |
