Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom 2015 CP D** Common collective trust in their Schedule of Assets, totaling $4.6M 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 | INFORMA USA, INC. INFORMA USA, INC. 401(K) PLAN | LAKE SUCCESS NY | 3,814 | $763.3M | $3.0M |
| 2 | TRUSTMARK SERVICES COMPANY TRUSTMARK SERVICES COMPANY INVESTMENT AND SAVINGS PLAN | LAKE FOREST IL | 851 | $307.3M | $1.6M |
| 3 | HEALTH FITNESS CORPORATION HEALTH FITNESS CORPORATION 401(K) SAVINGS PLAN |
LAKE FOREST IL |
| 1,109 |
| $79.7M |
| $7K |
