Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2030 Inv Fidelity 0 in their Schedule of Assets, totaling $2.3M 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 WAY OF SAN ANTONIO AND BEXAR COUNTY UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY 403(B) THRIFT PLAN | SAN ANTONIO TX | 121 | $13.5M | $2.1M |
| 2 | PROFESSIONAL ANALYSIS, INC. PROFESSIONAL ANALYSIS, INC. 401(K) PLAN | ALEXANDRIA VA | 193 | $4.1M | $267K |
