Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom Index 2065 Fund-Inst. Premium Class Mutual Fund in their Schedule of Assets, totaling $835K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPITAL INTEGRATION SYSTEMS LLC CAIS RETIREMENT SAVINGS PLAN | NEW YORK NY | 262 | $23.0M | $752K |
| 2 | THE MOORE COMPANY THE MOORE COMPANY RETIREMENT SECURITY PLAN | WESTERLY RI | 193 | $50.3M | $73K |
| 3 | E-J ELECTRIC INSTALLATION COMPANY E-J ELECTRIC INSTALLATION COMPANY PROFIT SHARING PLAN |
LONG ISLAND CITY NY |
| 355 |
| $8.6M |
| $9K |
