Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Frdm Idx 2060 Ins pre in their Schedule of Assets, totaling $12.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 876 | $280.0M | $9.8M |
| 2 | ARROW EXTERMINATORS, INC. ARROW EXTERMINATORS, INC. 401(K) PLAN | ATLANTA GA | 3,251 | $56.9M | $2.0M |
| 3 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN |
NEW YORK NY |
| 319 |
| $24.0M |
| $401K |
| 4 | CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN | MCLEAN VA | 270 | $23.3M | $174K |
| 5 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN | WINSTON SALEM NC | 65 | $40.6M | $129K |
| 6 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $61K |
| 7 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $6K |
| 8 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $5K |
