Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Frdm Idx 2065 Ins pre in their Schedule of Assets, totaling $7.8M 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 | $3.2M |
| 2 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $1.8M |
| 3 | PIEDMONT TRIAD ANESTHESIA PA PIEDMONT TRIAD ANESTHESIA RETIREMENT PLAN |
WINSTON SALEM NC |
| 65 |
| $40.6M |
| $823K |
| 4 | ARROW EXTERMINATORS, INC. ARROW EXTERMINATORS, INC. 401(K) PLAN | ATLANTA GA | 3,251 | $56.9M | $790K |
| 5 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $671K |
| 6 | CREDENCE MANAGEMENT SOLUTIONS LLC CREDENCE MANAGEMENT SOLUTIONS GLOBAL HEALTH 401(K) PROFIT SHARING PLAN | MCLEAN VA | 270 | $23.3M | $339K |
| 7 | GURNICK ACADEMY OF MEDICAL ARTS LLC GURNICK ACADEMY RETIREMENT SAVINGS PLAN | SAN JOSE CA | 649 | $5.2M | $183K |
| 8 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN | NEW YORK NY | 319 | $24.0M | $77K |
