Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2025 Ipr in their Schedule of Assets, totaling $12.3M 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 | $3.0M |
| 2 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $2.8M |
| 3 | BHS CORRUGATED - NORTH AMERICA, INC. |
KNOXVILLE TN |
| 340 |
| $35.7M |
| $2.3M |
| 4 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $859K |
| 5 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN | MUSKEGON MI | 225 | $31.9M | $716K |
| 6 | INSIGHT REGROUP HOLDINGS, INC. INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN | MT. LAUREL NJ | 454 | $16.8M | $668K |
| 7 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $650K |
| 8 | IDENTIV, INC. IDENTIV 401(K) PLAN | SANTA ANA CA | 19 | $7.1M | $550K |
| 9 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN | KEARNEYSVILLE WV | 176 | $12.5M | $464K |
| 10 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $127K |
