Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Freedom Index 2065 Institutional Premium Mutual Fund - in their Schedule of Assets, totaling $204K 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 | TAVISTOCK CORPORATION TAVISTOCK 401(K) PLAN | WINDERMERE FL | 667 | $43.0M | $204K |
