Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 I Mutual Fund in their Schedule of Assets, totaling $5.1M 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 | INFOGAIN CORPORATION INFOGAIN 401(K) SAVINGS PLAN | LOS GATOS CA | 615 | $51.1M | $4.2M |
| 2 | CARABETTA MANAGEMENT COMPANY CARABETTA GROUP 401(K) PROFIT SHARING PLAN | MERIDEN CT | 408 | $21.0M | $823K |
