Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Freedom 2025 Fund Mutual Fund in their Schedule of Assets, totaling $4.2M 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 | CREST INDUSTRIES, LLC CREST INDUSTRIES, LLC & AFFILIATED COMPANIES PROFIT SHARING 401(K) PLAN AND TRUST | PINEVILLE LA | 1,338 | $68.2M | $4.2M |
