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 – Inst Prem Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | SIP VEGETATION MANAGEMENT HOLDINGS, LLC SIP 401(K) PLAN | NORFOLK VA | 4,608 | $14.4M | $565K |
| 2 | FG VENTURES, LLC FG VENTURES, LLC | PEACHTREE CORNERS GA | 172 | $20.3M | $495K |
| 3 | DEMMER INVESTMENTS IV INC DEMMER INVESTMENTS IV INC 401(K) PROFIT SHARING PLAN & TRUST |
SAINT PAUL MN |
| 186 |
| $8.4M |
| $93K |
