Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2040 FD CL A Registered Investment Company in their Schedule of Assets, totaling $215K 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 | ATLANTIC NEUROSURGICAL SPECIALISTS, INC. ALTAIR HEALTH 401(K) PLAN | MORRISTOWN NJ | 0 | $9.5M | $215K |
