Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2060 Institutional Premium Class in their Schedule of Assets, totaling $3.4M 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 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $2.6M |
| 2 | SYNERGY RENTS, LLC SYNERGY EQUIPMENT 401(K) PLAN | TAMPA FL | 543 | $16.0M | $603K |
| 3 | MASCAP DEALER HOLDINGS, LLC DBA DYNAMIC EQUIPMENT DYNAMIC EQUIPMENT 401(K) PLAN |
TAMPA FL |
| 118 |
| $5.4M |
| $173K |
