Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Trust Company, LLC Fidelity Freedom Index 2040 Instl Prem {+} in their Schedule of Assets, totaling $3.6M 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 | ACLD, INC. ACLD, INC. 401(K) RETIREMENT PLAN | BETHPAGE NY | 1,416 | $59.9M | $3.6M |
