Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index Income Investor Fund* in their Schedule of Assets, totaling $1.5M 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 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $813K |
| 2 | BAUER HOCKEY, LLC PEAK ACHIEVEMENT ATHLETICS 401(K) RETIREMENT PLAN | EXETER NH | 354 | $48.8M | $690K |
| 3 | TAWANI ENTERPRISES, INC. TAWANI ENTERPRISES EMPLOYEES' PENSION PLAN |
CHICAGO IL |
| 168 |
| $20.7M |
| $6K |
| 4 | APPFIRE TECHNOLOGIES, LLC APPFIRE TECHNOLOGIES, LLC 401(K) PLAN | BURLINGTON MA | 188 | $11.6M | $4K |
| 5 | ROBOTIC RESEARCH OPCO, LLC ROBOTIC RESEARCH 401(K) PLAN | CLARKSBURG MD | 276 | $30.3M | $2K |
