Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2065 in their Schedule of Assets, totaling $7.1M 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 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $4.3M |
| 2 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $1.9M |
| 3 | MVB BANK, INC. MVB BANK, INC. 401(K) RETIREMENT PLAN |
| 445 |
| $41.3M |
| $525K |
| 4 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | EXTON PA | 285 | $85.1M | $138K |
| 5 | SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON AZ | 409 | $9.8M | $125K |
| 6 | INKTEL HOLDINGS, LLC INKTEL 401(K) PLAN | DORAL FL | 651 | $8.3M | $63K |
