Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre - Mutual Fund in their Schedule of Assets, totaling $99K 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 | TSG ENTERPRISES, LLC TSG ENTERPRISES 401(K) PLAN | HOLLISTON MA | 879 | $8.5M | $99K |
