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 Income Fund N/R in their Schedule of Assets, totaling $841K 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 | THE BENEFICIENT COMPANY GROUP (USA), L.L.C. THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN | DALLAS TX | 83 | $12.7M | $403K |
| 2 | AKUMIN INC. AKUMIN 401(K) PLAN | PLANTATION FL | 3,310 | $163.5M | $401K |
| 3 | RENK AMERICA LLC RENK AMERICA RETIREMENT SAVINGS PLAN |
MUSKEGON MI |
| 408 |
| $33.3M |
| $22K |
| 4 | TEXAS WASATCH INSURANCE SERVICES, L.P. GOOSEHEAD INSURANCE 401K PLAN | WESTLAKE TX | 1,678 | $30.5M | $15K |
