Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2065 Fund IPR in their Schedule of Assets, totaling $1.1M 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 | EXP WORLD HOLDINGS, INC. EXP 401(K) PLAN | BELLINGHAM WA | 1,488 | $51.8M | $635K |
| 2 | PLATEAU SOFTWARE, INC. DBA PLATEAU GRP PLATEAU SOFTWARE INC. 401(K) | FAIRFAX VA | 232 | $8.2M | $200K |
| 3 | ACELERO, INC. ACELERO, INC. 401(K) PLAN |
| 1,721 |
| $31.1M |
| $185K |
| 4 | THE JAY GROUP, LTD. THE JAY GROUP, LTD. RETIREMENT SAVINGS PLAN | ROCKY MOUNT NC | 155 | $4.8M | $75K |
