Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Frdm Idx 2050 Ins pre in their Schedule of Assets, totaling $18.5M 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 | METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 876 | $280.0M | $12.2M |
| 2 | ARROW EXTERMINATORS, INC. ARROW EXTERMINATORS, INC. 401(K) PLAN | ATLANTA GA | 3,251 | $56.9M | $3.4M |
| 3 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN |
CHANTILLY VA |
| 415 |
| $15.1M |
| $1.4M |
| 4 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN | NEW YORK NY | 319 | $24.0M | $1.1M |
| 5 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN | WINSTON SALEM NC | 65 | $40.6M | $309K |
| 6 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $69K |
| 7 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $60K |
