Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2065 Fund IPR Mutual fund in their Schedule of Assets, totaling $1.5M 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 | INVESTCO L.L.C RAINIER TRUST 401(K) RETIREMENT PLAN | SUMNER WA | 842 | $52.5M | $781K |
| 2 | MILLER-NICHOLSON INC. MILLER-NICHOLSON RETIREMENT PLAN | SEATTLE WA | 215 | $12.2M | $271K |
| 3 | LIVEPERSON, INC. LIVEPERSON, INC. 401(K) RETIREMENT PLAN |
NEW YORK NY |
| 358 |
| $87.7M |
| $256K |
| 4 | SAN FRANCISCO OPERA ASSOCIATION SAN FRANCISCO OPERA 403(B) PLAN | SAN FRANCISCO CA | 832 | $21.7M | $202K |
| 5 | INTERNATIONAL DATA BASE CORP. MDF COMMERCE 401(K) PLAN | LATHAM NY | 219 | $17.9M | $31K |
