Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom? Index Inc Instl Prem Fidelity 0 in their Schedule of Assets, totaling $40K 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 | AMOUNT, INC. AMOUNT 401(K) PLAN | CHICAGO IL | 139 | $28.4M | $18K |
| 2 | UNITED 401(K) PLANS, INC. DBA PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN | SALT LAKE CITY UT | 8,223 | $141.7M | $15K |
| 3 | INDEPENDENCE HEALTH SYSTEMS, INC. INDEPENDENCE HEALTH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN |
PERRYVILLE MO |
| 126 |
| $2.0M |
| $5K |
| 4 | CO-DIAGNOSTICS, INC. CO-DIAGNOSTICS, INC. 401(K) PLAN | SALT LAKE CITY UT | 131 | $6.6M | $2K |