Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Freedom Index 2015 Ipr in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $2.9M |
| 2 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $1.6M |
| 3 | CHARTER NEXT GENERATION, INC. |
CHICAGO IL |
| 2,385 |
| $137.7M |
| $1.1M |
| 4 | VSC FIRE & SECURITY, INC. VSC FIRE & SECURITY 401(K) SAVINGS PLAN | RICHMOND VA | 1,974 | $107.8M | $603K |
| 5 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $482K |
| 6 | CINCINNATI GEARING SYSTEMS INCORPORATED CINCINNATI GEARING SYSTEMS 401(K) PLAN | CINCINNATI OH | 135 | $13.6M | $477K |
| 7 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $409K |
| 8 | PANATTONI DEVELOPMENT COMPANY, INC. PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN | SACRAMENTO CA | 133 | $40.9M | $373K |
| 9 | GREYSTONE PROGRAMS, INC. THE GREYSTONE PROGRAMS, INC. RETIREMENT PLAN | HOPEWELL JUNCTION NY | 254 | $5.3M | $315K |
| 10 | WEALTH ENHANCEMENT GROUP, LLC WEALTH ENHANCEMENT GROUP 401(K) PLAN | PLYMOUTH MN | 1,581 | $198.6M | $202K |
