Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom Index 2045 Fund Investor Mutual fund in their Schedule of Assets, totaling $15.3M 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 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $13.2M |
| 2 | MUX, INC. MUX 401(K) PLAN | SAN FRANCISCO CA | 81 | $10.1M | $2.0M |
| 3 | CALZEDONIA USA, INC. CALZEDONIA USA, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 444 |
| $2.1M |
| $41K |
