Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Freedom Index Income IPR " in their Schedule of Assets, totaling $4.3M 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 | ALBERT EINSTEIN COLLEGE OF MEDICINE ALBERT EINSTEIN COLLEGE OF MEDICINE 403(B) RETIREMENT INCOME PLAN | BRONX NY | 2,100 | $593.5M | $1.1M |
| 2 | FACTSET RESEARCH SYSTEMS INC. FACTSET RESEARCH SYSTEMS INC. PLAN | NORWALK CT | 2,364 | $863.3M | $1.1M |
| 3 | CHARTER NEXT GENERATION, INC. |
CHICAGO IL |
| 2,385 |
| $137.7M |
| $722K |
| 4 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $512K |
| 5 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $363K |
| 6 | SNAPLOGIC, INC. SNAPLOGIC, INC. 401(K) PLAN | SAN MATEO CA | 229 | $20.9M | $127K |
| 7 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $103K |
| 8 | CINCINNATI GEARING SYSTEMS INCORPORATED CINCINNATI GEARING SYSTEMS 401(K) PLAN | CINCINNATI OH | 135 | $13.6M | $100K |
| 9 | VSC FIRE & SECURITY, INC. VSC FIRE & SECURITY 401(K) SAVINGS PLAN | RICHMOND VA | 1,974 | $107.8M | $59K |
| 10 | SYNCHRONOSS TECHNOLOGIES, INC. SYNCHRONOSS TECHNOLOGIES, INC. 401(K) PLAN | BRIDGEWATER NJ | 253 | $95.9M | $55K |
