Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fid Freedom Idx 2040 Inst Prem Registered Investment Companies in their Schedule of Assets, totaling $3.4M 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 | AEVEX AEROSPACE, LLC AEVEX AEROSPACE, LLC 401(K) PLAN | SOLANA BEACH CA | 628 | $49.7M | $3.4M |
