Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Freedom Index 2025 Investor in their Schedule of Assets, totaling $12.9M 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 | THE CHAMBERLAIN GROUP LLC CHAMBERLAIN 401(K) PLAN | OAK BROOK IL | 1,806 | $348.5M | $12.4M |
| 2 | SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC STI 401(K) PLAN | BETHLEHEM PA | 259 | $14.2M | $355K |
| 3 | LIA GROUP, INC. THE LIA GROUP 401(K) PLAN |
| 763 |
| $26.6M |
| $127K |
