Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Fidelity Investments Fidelity Freedom Index 2030 Fund - Institutional Premium Class in their Schedule of Assets, totaling $3.1M 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 | BONNEY FORGE CORP BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN | MOUNT UNION PA | 199 | $21.5M | $3.1M |
