Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre in their Schedule of Assets, totaling $3.7M 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 | RESOURCE PRO LLC RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 383 | $26.9M | $1.3M |
| 2 | THERACARE OF NEW YORK, INC THERACARE 401(K) SAVINGS PLAN | HAUPPAUGE NY | 733 | $29.8M | $1.2M |
| 3 | TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. |
NEW YORK NY |
| 135 |
| $12.2M |
| $1.0M |
| 4 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN | ARLINGTON VA | 121 | $18.7M | $221K |
