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 2060 IPR in their Schedule of Assets, totaling $1.3M 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 | PRITCHARD AUTO COMPANY PRITCHARD AUTO GROUP 401(K) PLAN | CLEAR LAKE IA | 322 | $11.6M | $522K |
| 2 | FIRST UTAH BANK INC FIRST UTAH BANCORPORATION 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 112 | $11.2M | $470K |
| 3 | TRANSOM SYMPHONY OPCO LLC BEAUTY QUEST GROUP 401(K) PLAN |
STAMFORD CT |
| 178 |
| $8.4M |
| $286K |
