Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Freedom Index 2060 Fund Institutional Premium Class in their Schedule of Assets, totaling $6.9M 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 | INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN | HUNTSVILLE AL | 787 | $98.3M | $4.5M |
| 2 | MICRODESK, LLC. SYMETRI 401(K) PLAN | NASHUA NH | 424 | $37.7M | $1.2M |
| 3 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN |
CENTRAL POINT OR |
| 294 |
| $64.2M |
| $669K |
| 4 | NATIONAL GUARDIAN LIFE INSURANCE COMPANY NATIONAL GUARDIAN LIFE SAVINGS PLAN | MADISON WI | 358 | $65.0M | $497K |
