Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2065 in their Schedule of Assets, totaling $204K 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 | SUMMIT INTERCONNECT, INC. SUMMIT 401(K) PLAN | ANAHEIM CA | 1,049 | $23.7M | $130K |
| 2 | RUTLAND COUNTY COMMUNITY SERVICES, INC. RUTLAND COUNTY COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | RUTLAND VT | 342 | $12.9M | $74K |
