Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2055 Mutual fund N/A in their Schedule of Assets, totaling $22.2M 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 | $9.5M |
| 2 | COLLIBRA INC. COLLIBRA 401(K) PLAN | NEW YORK NY | 581 | $69.2M | $7.4M |
| 3 | EMP SERV, LLC EMP SERV, LLC 401(K) PROFIT SHARING PLAN |
PIPESTONE MN |
| 1,283 |
| $72.4M |
| $5.0M |
| 4 | FARMERS STATE BANK FARMERS STATE BANK 401(K) PROFIT SHARING PLAN | WATERLOO IA | 121 | $28.8M | $365K |
