Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Index Income IPR in their Schedule of Assets, totaling $476K 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 | RIVER OAKS COUNTRY CLUB RIVER OAKS COUNTRY CLUB 401(K) RETIREMENT PLAN | HOUSTON TX | 418 | $27.0M | $283K |
| 2 | CORE MACHINERY CORE MACHINERY RETIREMENT SAVINGS PLAN | PHOENIX AZ | 167 | $16.7M | $194K |
