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 Institutional Premium - in their Schedule of Assets, totaling $1.2M 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 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $618K |
| 2 | VALON TECHNOLOGIES, INC. VALON TECHNOLOGIES, INC. RETIREMENT TRUST | NEW YORK NY | 430 | $9.0M | $468K |
| 3 | KEYSTONE FOOD PRODUCTS, INC. KEYSTONE FOOD PRODUCTS, INC. HOURLY EMPLOYEE 401(K) PLAN |
EASTON PA |
| 165 |
| $3.7M |
| $69K |
| 4 | STOCKBRIDGE-MUNSEE COMMUNITY STOCKBRIDGE-MUNSEE COMMUNITY ENTERPRISE 401(K) PLAN | BOWLER WI | 273 | $11.0M | $65K |
