Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Freedom 2030 Index Fund in their Schedule of Assets, totaling $7.2M 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 | SUTTER EAST BAY MEDICAL GROUP, INC. SEBMG 401K PROFIT-SHARE PLAN | EMERYVILLE CA | 505 | $244.0M | $4.6M |
| 2 | IPSEN, INC. IPSEN, INC. EMPLOYEE SAVINGS PLAN | CHERRY VALLEY IL | 246 | $37.5M | $2.6M |
