Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2045 IPR in their Schedule of Assets, totaling $2.4M 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 | FIRST UTAH BANK INC FIRST UTAH BANCORPORATION 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 112 | $11.2M | $1.2M |
| 2 | TRANSOM SYMPHONY OPCO LLC BEAUTY QUEST GROUP 401(K) PLAN | STAMFORD CT | 178 | $8.4M | $704K |
| 3 | PRITCHARD AUTO COMPANY PRITCHARD AUTO GROUP 401(K) PLAN |
CLEAR LAKE IA |
| 322 |
| $11.6M |
| $571K |
| 4 | TOTAL HEALTH CARE INC. TOTAL HEALTH CARE INC. 403(B) PLAN | BALTIMORE MD | 216 | $11.0M | $3K |
