Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Freedom Index 2065 Ipr in their Schedule of Assets, totaling $27.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $8.6M |
| 2 | CHARTER NEXT GENERATION, INC. CHARTER NEXT GENERATION, INC. 401(K) PLAN | CHICAGO IL | 2,385 | $137.7M | $3.7M |
| 3 | WEALTH ENHANCEMENT GROUP, LLC WEALTH ENHANCEMENT GROUP 401(K) PLAN |
PLYMOUTH MN |
| 1,581 |
| $198.6M |
| $3.2M |
| 4 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $1.8M |
| 5 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $1.8M |
| 6 | DEEL, INC. DEEL 401(K) PLAN | SAN FRANCISCO CA | 3,489 | $51.5M | $1.6M |
| 7 | VSC FIRE & SECURITY, INC. VSC FIRE & SECURITY 401(K) SAVINGS PLAN | RICHMOND VA | 1,974 | $107.8M | $1.2M |
| 8 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $1.0M |
| 9 | RANDY MARION CHEVROLET BUICK CADILLAC, LLC RANDY MARION AUTOMOTIVE 401(K) RETIREMENT PLAN | MOORESVILLE NC | 1,065 | $25.3M | $731K |
| 10 | EMONEY ADVISOR, LLC EMONEY ADVISOR, LLC 401(K) PLAN | RADNOR PA | 626 | $100.3M | $559K |
