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 Income Fund Institutional Premium Class in their Schedule of Assets, totaling $1.1M 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 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT OR | 294 | $64.2M | $664K |
| 2 | MICRODESK, LLC. SYMETRI 401(K) PLAN | NASHUA NH | 424 | $37.7M | $219K |
| 3 | INTEGRATION INNOVATION, INC. D/B/A I3 INTEGRATION INNOVATION, INC. 401(K) AND PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 787 |
| $98.3M |
| $184K |
