Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2015 Ipr in their Schedule of Assets, totaling $942K 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 | PUBLISHERS CIRCULATION FULFILLMENT, INC. PUBLISHERS CIRCULATION FULFILLMENT, INC. RETIREMENT PLAN | HUNT VALLEY MD | 156 | $26.8M | $417K |
| 2 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN | KEARNEYSVILLE WV | 176 | $12.5M | $297K |
| 3 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN |
EVANSTON IL |
| 409 |
| $63.5M |
| $145K |
| 4 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $40K |
| 5 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN | MUSKEGON MI | 225 | $31.9M | $32K |
| 6 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $11K |
