Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index Income IPR in their Schedule of Assets, totaling $1.3M 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 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $871K |
| 2 | BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE TN | 340 | $35.7M | $291K |
| 3 | IDENTIV, INC. IDENTIV 401(K) PLAN |
SANTA ANA CA |
| 19 |
| $7.1M |
| $117K |
