Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Freedom Index 2020 IPR N/R in their Schedule of Assets, totaling $2.5M 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 | MOZARC MEDICAL US LLC MOZARC MEDICAL SAVINGS AND INVESTMENT PLAN | MINNEAPOLIS MN | 266 | $55.4M | $2.2M |
| 2 | CIELO, INC. CIELO, INC. 401(K) PLAN | WAUWATOSA WI | 1,017 | $63.5M | $216K |
