Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2025 Investor Registered investment company 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 | TRANSGROUP EXPRESS, LLC TRANSGROUP 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 665 | $28.3M | $2.4M |
| 2 | APYX MEDICAL CORPORATION APYX MEDICAL 401(K) PLAN | CLEARWATER FL | 98 | $13.0M | $526K |
| 3 | KNOX ATTORNEY SERVICE, INC. KNOX ATTORNEY SERVICE, INC. 401(K) PLAN |
SAN DIEGO CA |
| 85 |
| $3.1M |
| $454K |
| 4 | SIGNATUREFD, LLC SIGNATUREFD, LLC 401(K) PLAN | ATLANTA GA | 122 | $27.3M | $168K |
| 5 | EMBARK CONSULTING, LLC EMBARK CONSULTING, LLC 401(K) PLAN | DALLAS TX | 575 | $40.3M | $39K |
