Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2020 Fund Inst. Premium Class in their Schedule of Assets, totaling $37.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WP CITYMD BIDCO, LLC SUMMIT CITY MD 401(K) PLAN | NEW YORK NY | 11,509 | $973.2M | $37.2M |
| 2 | HEALIX INFUSION THERAPY, LLC. HEALIX SAVINGS PLAN | SUGAR LAND TX | 465 | $23.5M | $48K |
