Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom Index Income Fund Ipr Mutual Fund in their Schedule of Assets, totaling $4.2M 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 | VALENCE MEDIA, LLC. VALENCE MEDIA 401(K) PLAN | BEVERLY HILLS CA | 86 | $44.4M | $1.8M |
| 2 | VALENCE MEDIA, LLC. VALENCE MEDIA, LLC 401(K) PLAN | BEVERLY HILLS CA | 26 | $35.8M | $1.0M |
| 3 | AGERO, INC. AGERO, INC. RETIREMENT PLAN | MEDFORD MA |
| 2,030 |
| $190.9M |
| $926K |
| 4 | INVESTCO L.L.C RAINIER TRUST 401(K) RETIREMENT PLAN | SUMNER WA | 842 | $52.5M | $417K |
| 5 | INTERNATIONAL DATA BASE CORP. MDF COMMERCE 401(K) PLAN | LATHAM NY | 219 | $17.9M | $38K |
| 6 | MILLER-NICHOLSON INC. MILLER-NICHOLSON RETIREMENT PLAN | SEATTLE WA | 215 | $12.2M | $3K |
