Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2065 Instl Prm - in their Schedule of Assets, totaling $926K 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 | TATARI, INC. TATARI, INC. 401(K) PLAN | SAN FRANCISCO CA | 242 | $14.7M | $628K |
| 2 | BARINGA PARTNERS, LP BARINGA PARTNERS 401(K) PLAN | NEW YORK NY | 120 | $5.7M | $222K |
| 3 | LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN |
ORLANDO FL |
| 171 |
| $91.5M |
| $67K |
| 4 | R.W. TROXELL & COMPANY R.W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN | SPRINGFIELD IL | 105 | $17.9M | $8K |
