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 IPR Mutual funds 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 | HEALTH LEADS, INC. HEALTH LEADS, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 40 | $7.8M | $1.3M |
| 2 | CDS LOGISTICS MANAGEMENT INC CDS LOGISTICS RETIREMENT PLAN | MIDDLE RIVER MD | 259 | $6.4M | $685K |
| 3 | RWA WEALTH PARTNERS, LLC RWA WEALTH PARTNERS, LLC 401(K) PLAN |
NEWTON MA |
| 182 |
| $52.4M |
| $274K |
