Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Freedom Index Income Investor in their Schedule of Assets, totaling $752K 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 | KIHOMAC, INC. KIHOMAC, INC. 401(K) PLAN | VIENNA VA | 356 | $34.4M | $313K |
| 2 | APERTURE, LLC APERTURE RETIREMENT PLAN | ARLINGTON TX | 265 | $31.8M | $157K |
| 3 | PROMETHEUS LABORATORIES INC. PROMETHEUS LABORATORIES INC. 401(K) PLAN |
| 118 |
| $14.1M |
| $81K |
| 4 | ENDODONTIC PRACTICE PARTNERS LLC ENDODONTIC PRACTICE PARTNERS 401(K) PLAN | BRENTWOOD TN | 517 | $16.0M | $76K |
| 5 | MONIGLE ASSOCIATES, INC. MONIGLE RETIREMENT PLAN | DENVER CO | 147 | $20.6M | $60K |
| 6 | FRANKFURT KURNIT KLEIN & SELZ, P.C. FRANKFURT KURNIT KLEIN & SELZ P.C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDER ATTORNEYS AND STAFF | NEW YORK NY | 104 | $85.1M | $32K |
| 7 | POLYPEPTIDE LABORATORIES, INC. POLYPEPTIDE LABORATORIES, INC. 401(K) PLAN AND TRUST | TORRANCE CA | 254 | $38.7M | $18K |
| 8 | EDUCATIONAL TESTING SERVICE PSI 401(K) PLAN | PRINCETON NJ | 1,302 | $36.9M | $16K |