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 in their Schedule of Assets, totaling $13.1M 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 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $6.8M |
| 2 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $6.0M |
| 3 | SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN |
TUCSON AZ |
| 409 |
| $9.8M |
| $275K |
