Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Freedom Index 2065 Mutual fund ** 4 Harbor Capital Appreciation Fund Mutual fund in their Schedule of Assets, totaling $924K 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 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 173 | $20.9M | $924K |
