Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments FID FREEDOM INCOME in their Schedule of Assets, totaling $44K 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 | $44K |
