Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Freedom IDX 2060 IPR n/a in their Schedule of Assets, totaling $4.0M 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 | SUMITOMO PHARMA AMERICA, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,141 | $634.1M | $3.4M |
| 2 | SUMITOMO PHARMA AMERICA HOLDINGS, INC. MY 401(K) PLAN | MARLBOROUGH MA | 1,348 | $504.2M | $580K |
