Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES / UNITS * Fidelity Freedom Index 2025 IPR in their Schedule of Assets, totaling $923K 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 | GREYSTONE PROGRAMS, INC. THE GREYSTONE PROGRAMS, INC. RETIREMENT PLAN | HOPEWELL JUNCTION NY | 254 | $5.3M | $923K |
