Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Freedom® Index Income Fund Institutional Premium in their Schedule of Assets, totaling $557K 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 | ELECTRONIC MERCHANT SYSTEMS, LLC EMS SAVINGS PLAN | CLEVELAND OH | 408 | $13.3M | $406K |
| 2 | NLUC, PLLC NEXT LEVEL 401(K) PLAN | HOUSTON TX | 781 | $24.2M | $151K |
