Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom? Index 2020 Instl Prem Fidelity 0 in their Schedule of Assets, totaling $3.6M 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 | UNITED 401(K) PLANS, INC. DBA PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN | SALT LAKE CITY UT | 8,223 | $141.7M | $3.1M |
| 2 | UTAH FOOD BANK UTAH FOOD BANK 403(B) PLAN | SALT LAKE CITY UT | 177 | $5.7M | $442K |
| 3 | INDEPENDENCE HEALTH SYSTEMS, INC. INDEPENDENCE HEALTH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN |
PERRYVILLE MO |
| 126 |
| $2.0M |
| $30K |
| 4 | ANACONDA INC ANACONDA INC 401(K) PLAN | AUSTIN TX | 302 | $11.3M | $7K |
