Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Freedom Index 2040 Premier Mutual Fund in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TESSERA THERAPEUTICS, INC TESSERA THERAPEUTICS, INC 401(K) PLAN | SOMERVILLE MA | 308 | $19.2M | $1.0M |
| 2 | TRILOGY MEDWASTE, INC TRILOGY MEDWASTE 401(K) PLAN | HOUSTON TX | 364 | $6.3M | $619K |
| 3 | CHEMENCE, INC. CHEMENCE, INC.401(K) PROFIT SHARING PLAN |
ALPHARETTA GA |
| 224 |
| $5.6M |
| $45K |
| 4 | CORE DC LLC CORE DC LLC | WASHINGTON DC | 159 | $430K | $31K |
