Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY FREE IDX 2020 PREM Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | LS3P ASSOCIATES LTD. LS3P 401(K) PLAN | CHARLESTON SC | 490 | $72.3M | $2.0M |
| 2 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $311K |
