Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index Inc. IPR in their Schedule of Assets, totaling $732K 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 | DEARBORN HOLDING COMPANY, LLC DEARBORN HOLDING COMPANY, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 286 | $55.0M | $469K |
| 2 | ODYSSEY BEHAVIORAL HEALTHCARE LLC ODYSSEY BEHAVIORAL HEALTHCARE 401(K) PLAN | BRENTWOOD TN | 1,268 | $15.3M | $160K |
| 3 | SKYWALKER HOLDINGS, LLC |
SAN FRANCISCO CA |
| 238 |
| $32.8M |
| $44K |
| 4 | EMONEY ADVISOR, LLC EMONEY ADVISOR, LLC 401(K) PLAN | RADNOR PA | 626 | $100.3M | $34K |
| 5 | NATIONWIDE MARKETING GROUP LLC NATIONWIDE MARKETING GROUP 401(K) PLAN | WINSTON SALEM NC | 303 | $19.9M | $9K |
| 6 | BURROUGHS & CHAPIN COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST OF BURROUGHS & CHAPIN COMPANY, INC. | MYRTLE BEACH SC | 216 | $27.5M | $8K |
| 7 | GENERATIONS COMMUNITY FEDERAL CREDIT UNION GENERATIONS COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN | CASTLE HILLS TX | 186 | $15.9M | $8K |
