Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY FREEDOM 2045 INSTL Registered Investment Company in their Schedule of Assets, totaling $26.9M 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 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,817 | $414.4M | $21.8M |
| 2 | FXI, INC. FXI 401(K) PLAN | RADNOR PA | 2,138 | $78.4M | $3.1M |
| 3 | VALMARK FINANCIAL GROUP, LLC VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN |
AKRON OH |
| 135 |
| $28.5M |
| $1.8M |
| 4 | TEXAS RADIOLOGY ASSOCIATES, LLP TEXAS RADIOLOGY ASSOCIATES 401(K) PLAN | PLANO TX | 143 | $127.5M | $276K |
