Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2050 Institutional Premium - in their Schedule of Assets, totaling $4.7M 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 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $3.7M |
| 2 | STOCKBRIDGE-MUNSEE COMMUNITY STOCKBRIDGE-MUNSEE COMMUNITY ENTERPRISE 401(K) PLAN | BOWLER WI | 273 | $11.0M | $571K |
| 3 | VALON TECHNOLOGIES, INC. VALON TECHNOLOGIES, INC. RETIREMENT TRUST |
NEW YORK NY |
| 430 |
| $9.0M |
| $385K |
| 4 | KEYSTONE FOOD PRODUCTS, INC. KEYSTONE FOOD PRODUCTS, INC. HOURLY EMPLOYEE 401(K) PLAN | EASTON PA | 165 | $3.7M | $109K |
