Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY FREE IDX 2060 PREM Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | $1.6M |
| 2 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $822K |
| 3 | ASC ORTHO MANAGEMENT COMPANY, LLC ALIGNED ORTHOPEDIC PARTNERS 401(K) PLAN |
| 572 |
| $51.6M |
| $733K |
| 4 | CORZA MEDICAL INC. CORZA MEDICAL 401(K) PLAN | WESTWOOD MA | 371 | $36.3M | $452K |
