Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies (Mutual Funds) * Fidelity Freedom Index Fund 2050 Ipr Shares of Registered Investment Companies in their Schedule of Assets, totaling $2.8M 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 | ZONE & COMPANY SOFTWARE CONSULTING LLC ZONE & CO 401(K) P/S PLAN | BOSTON MA | 128 | $7.3M | $2.8M |
