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 2030 Ins Pre in their Schedule of Assets, totaling $5.1M 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 | THERACARE OF NEW YORK, INC THERACARE 401(K) SAVINGS PLAN | HAUPPAUGE NY | 733 | $29.8M | $1.8M |
| 2 | RESOURCE PRO LLC RESOURCE PRO LLC 401(K) PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 383 | $26.9M | $1.4M |
| 3 | NAVY MUTUAL AID ASSOCIATION NAVY MUTUAL AID ASSOCIATION EMPLOYEE'S 401(K) PLAN |
ARLINGTON VA |
| 121 |
| $18.7M |
| $1.3M |
| 4 | TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. TIMES SQUARE DISTRICT MANAGEMENT ASSOCIATION, INC. RETIREMENT PLAN | NEW YORK NY | 135 | $12.2M | $645K |
