Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY FREEDOM 2065 INSTL Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | ARISTOCRAT TECHNOLOGIES, INC. ARISTOCRAT TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | LAS VEGAS NV | 2,890 | $351.7M | $1.5M |
| 2 | FXI, INC. FXI 401(K) PLAN | RADNOR PA | 2,138 | $78.4M | $145K |
| 3 | PERKINS&WILL, INC. PERKINS&WILL, INC. RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 1,817 |
| $414.4M |
| $57K |
| 4 | TEXAS RADIOLOGY ASSOCIATES, LLP TEXAS RADIOLOGY ASSOCIATES 401(K) PLAN | PLANO TX | 143 | $127.5M | $7K |
