Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments Freedom Index 2065 IPR in their Schedule of Assets, totaling $2.8M 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 | OERLIKON USA HOLDING, INC. OERLIKON USA 401(K) PLAN | WESTBURY NY | 1,240 | $219.7M | $957K |
| 2 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $896K |
| 3 | OFS FITEL, LLC OFS NON-REPRESENTED 401(K) PLAN |
NORCROSS GA |
| 960 |
| $212.9M |
| $298K |
| 4 | INDUSTRIAL ECONOMICS INCORPORATED IEC EMPLOYEE SAVINGS PLAN | CAMBRIDGE MA | 133 | $11.8M | $231K |
| 5 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN | CHICAGO IL | 437 | $25.9M | $209K |
| 6 | STANDARD LABORATORIES, INC. EMPLOYEES' SAVINGS PLAN OF STANDARD LABORATORIES, INC. | SCOTT DEPOT WV | 351 | $13.0M | $94K |
| 7 | YOKOHAMA INDUSTRIES AMERICAS, INC. YOKOHAMA INDUSTRIES AMERICAS INC. PROFIT SHARING & 401(K) PLAN | VERSAILLES KY | 936 | $36.3M | $75K |
| 8 | INDUSTRIAL ECONOMICS INCORPORATED IEC RETIREMENT PLAN | CAMBRIDGE MA | 63 | $71.2M | $34K |
