Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Trust Company Fidelity Freedom Index 2040 Instl Prem {+} in their Schedule of Assets, totaling $1.9M 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 | MIMEO INC MIMEO, INC. 401(K) PLAN | MEMPHIS TN | 342 | $14.7M | $1.8M |
| 2 | THE OSCAR AND ELLA WILF CAMPUS FOR SENIOR LIVING THE WILF CAMPUS FOR SENIOR LIVING RETIREMENT PLAN | SOMERSET NJ | 176 | $3.7M | $138K |
