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 2025 Mutual Fund in their Schedule of Assets, totaling $5.2M 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 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $4.7M |
| 2 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $490K |
