Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2035 Mutual fund N/A in their Schedule of Assets, totaling $30.7M 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 | WASHINGTON COMPANIES WASHINGTON COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MISSOULA MT | 1,217 | $312.6M | $16.6M |
| 2 | EMP SERV, LLC EMP SERV, LLC 401(K) PROFIT SHARING PLAN | PIPESTONE MN | 1,283 | $72.4M | $8.6M |
| 3 | COLLIBRA INC. COLLIBRA 401(K) PLAN |
NEW YORK NY |
| 581 |
| $69.2M |
| $5.3M |
| 4 | FARMERS STATE BANK FARMERS STATE BANK 401(K) PROFIT SHARING PLAN | WATERLOO IA | 121 | $28.8M | $186K |
