Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding EMPOWER LIFE FIDELITY FREEDOM INDEX 2040 IN in their Schedule of Assets, totaling $283K 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 | XWELL XWELL 401(K) RETIREMENT PLAN | NEW YORK NY | 267 | $4.5M | $283K |
