Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Freedom Income + 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 | WW INTERNATIONAL, INC. WW SAVINGS PLAN | NEW YORK NY | 1,439 | $200.8M | $811K |
| 2 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $320K |
| 3 | COMMUTEAIR LLC COMMUTEAIR 401K RETIREMENT PLAN |
| 1,324 |
| $43.7M |
| $130K |
| 4 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $7K |
