Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2020 Ipr in their Schedule of Assets, totaling $10.1M 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 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $6.7M |
| 2 | PUBLISHERS CIRCULATION FULFILLMENT, INC. PUBLISHERS CIRCULATION FULFILLMENT, INC. RETIREMENT PLAN | HUNT VALLEY MD | 156 | $26.8M | $1.1M |
| 3 | BHS CORRUGATED - NORTH AMERICA, INC. |
KNOXVILLE TN |
| 340 |
| $35.7M |
| $778K |
| 4 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $541K |
| 5 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $406K |
| 6 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $255K |
| 7 | INSIGHT REGROUP HOLDINGS, INC. INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN | MT. LAUREL NJ | 454 | $16.8M | $177K |
| 8 | IDENTIV, INC. IDENTIV 401(K) PLAN | SANTA ANA CA | 19 | $7.1M | $86K |
| 9 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN | KEARNEYSVILLE WV | 176 | $12.5M | $40K |
