Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Distributors Corp. FID Freedom Index 2040 Premier in their Schedule of Assets, totaling $3.5M 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 | BARBRI, INC. BARBRI, INC. 401(K) PLAN | DALLAS TX | 408 | $46.9M | $3.5M |
