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 Freedom Index Income IPR in their Schedule of Assets, totaling $697K 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 | WABASH NATIONAL CORP. WABASH NATIONAL CORP. 401K PLAN | LAFAYETTE IN | 5,971 | $311.7M | $664K |
| 2 | EPIPHANY BUSINESS SERVICES, LLC EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,220 | $37.7M | $33K |
