Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freed Ind 2060 Fd Prm Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | ARIZONA FINANCIAL CREDIT UNION ARIZONA FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | PHOENIX AZ | 695 | $66.7M | $1.7M |
| 2 | RS CAPITAL HOLDINGS, LLC RED STAG 401(K) PLAN | SWEETWATER TN | 375 | $3.8M | $314K |
