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 Investor - in their Schedule of Assets, totaling $4.7M 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 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $3.2M |
| 2 | STANDARD MOTOR PRODUCTS, INC. STANDARD MOTOR PRODUCTS, INC. PROFIT SHARING 401(K) CAPITAL ACCUMULATION PLAN | LONG ISLAND CITY NY | 1,915 | $365.7M | $1.3M |
| 3 | ANTHONY TIMBERLANDS, INC. ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN |
BEARDEN AR |
| 583 |
| $19.1M |
| $165K |
| 4 | SUPERIOR READY MIX CONCRETE LP SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN | ESCONDIDO CA | 642 | $92.9M | $16K |
