Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Frdm Idx 2035 Inv Fd in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN | ATLANTA GA | 544 | $90.2M | $2.0M |
| 2 | COWAY USA INC. COWAY USA INC. 401(K) PLAN | LOS ANGELES CA | 475 | $7.7M | $1.4M |
| 3 | CALIFORNIA CREATIVE SOLUTIONS INC CALIFORNIA CREATIVE SOLUTIONS INC 401(K) PLAN |
POWAY CA |
| 215 |
| $2.3M |
| $53K |
