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 2060 Institutional Premium Fund in their Schedule of Assets, totaling $1.6M 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 | FCL BUILDERS, LLC FCL BUILDERS, LLC 401(K) PLAN | ITASCA IL | 264 | $26.0M | $918K |
| 2 | VENTRA HEALTH, INC. VENTRA HEALTH RETIREMENT PLAN | DALLAS TX | 555 | $30.0M | $674K |
