Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2030 INSTL PREM N/R in their Schedule of Assets, totaling $763K 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 | TIMECLOCK PLUS, LLC TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN | SAN ANGELO TX | 376 | $15.5M | $763K |
