Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2020 Institutional Premium in their Schedule of Assets, totaling $514K 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 | STOCKBRIDGE-MUNSEE COMMUNITY STOCKBRIDGE-MUNSEE COMMUNITY ENTERPRISE 401(K) PLAN | BOWLER WI | 273 | $11.0M | $421K |
| 2 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $93K |
