Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Index 2030 IPR in their Schedule of Assets, totaling $4.0M 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 | CORE MACHINERY CORE MACHINERY RETIREMENT SAVINGS PLAN | PHOENIX AZ | 167 | $16.7M | $1.6M |
| 2 | ROAD MACHINERY THE ROAD MACHINERY LLC EMPLOYEE THRIFT PENSION PLAN | PHOENIX AZ | 185 | $16.4M | $1.3M |
| 3 | TRAMONTINA USA, INC. TRAMONTINA USA, INC. RETIREMENT SAVINGS PLAN |
SUGAR LAND TX |
| 220 |
| $14.2M |
| $889K |
| 4 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN | DAYTON NJ | 146 | $40.9M | $158K |
| 5 | RSM HOLDINGS, LLC RSM 401(K) PLAN | PARAMUS NJ | 289 | $7.4M | $46K |
