Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding S SHARES / UNITS * Fidelity Freedom Index 2030 IPR in their Schedule of Assets, totaling $2.1M 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 | INTERACTIVE ADVERTISING BUREAU, INC. INTERACTIVE ADVERTISING BUREAU, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 96 | $13.7M | $1.8M |
| 2 | MONTEFIORE EINSTEIN ADVANCED CARE MONTEFIORE EINSTEIN ADVANCED CARE 403(B) PLAN | ELMSFORD NY | 186 | $2.2M | $327K |
