Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre a in their Schedule of Assets, totaling $5.0M 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 | EBSCO INDUSTRIES, INC. EBSCO SAVINGS AND PROFIT SHARING PLAN | BIRMINGHAM AL | 3,390 | $736.3M | $5.0M |
| 2 | LANDSCAPE WORKSHOP, LLC LANDSCAPE WORKSHOP, LLC 401(K) PLAN | VESTAVIA HLS AL | 850 | $6.3M | $38K |
