Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2055 N/R in their Schedule of Assets, totaling $10.0M 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 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN | PLANO TX | 946 | $77.0M | $7.9M |
| 2 | ROCK CAPITAL HOLDINGS LLC MPOWERHEALTH 401(K) PLAN | SAN ANTONIO TX | 741 | $16.9M | $2.1M |
