Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2065 Ipr in their Schedule of Assets, totaling $1.9M 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 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $446K |
| 2 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $411K |
| 3 | HARBOR GROUP INCORPORATED HARBOR GROUP INCORPORATED PROFIT SHARING 401(K) PLAN |
MUSKEGON MI |
| 225 |
| $31.9M |
| $317K |
| 4 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN | KEARNEYSVILLE WV | 176 | $12.5M | $299K |
| 5 | BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE TN | 340 | $35.7M | $207K |
| 6 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $193K |
| 7 | INSIGHT REGROUP HOLDINGS, INC. INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN | MT. LAUREL NJ | 454 | $16.8M | $48K |
| 8 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $9K |
