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 2050 Ipr in their Schedule of Assets, totaling $13.8M 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 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $4.4M |
| 2 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $2.3M |
| 3 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN |
MUSKEGON MI |
| 225 |
| $31.9M |
| $1.9M |
| 4 | INSIGHT REGROUP HOLDINGS, INC. INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN | MT. LAUREL NJ | 454 | $16.8M | $1.9M |
| 5 | BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE TN | 340 | $35.7M | $1.2M |
| 6 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $572K |
| 7 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $449K |
| 8 | PUBLISHERS CIRCULATION FULFILLMENT, INC. PUBLISHERS CIRCULATION FULFILLMENT, INC. RETIREMENT PLAN | HUNT VALLEY MD | 156 | $26.8M | $425K |
| 9 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $287K |
| 10 | IDENTIV, INC. IDENTIV 401(K) PLAN | SANTA ANA CA | 19 | $7.1M | $256K |
