Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid Freedom 2040 in their Schedule of Assets, totaling $45.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN | DALLAS TX | 10,490 | $334.8M | $38.7M |
| 2 | BOYS & GIRLS CLUBS OF BOSTON, INC. BOYS & GIRLS CLUBS OF BOSTON, INC. 403(B) PLAN | BOSTON MA | 324 | $16.4M | $2.0M |
| 3 | PRRC, INC. PRRC EMPLOYEE SAVINGS PLAN |
WETHERSFIELD CT |
| 2,180 |
| $31.9M |
| $1.9M |
| 4 | ST. CATHERINE UNIVERSITY ST. CATHERINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. PAUL MN | 1,014 | $178.2M | $1.7M |
| 5 | IATSE 127 IATSE LOCAL 127 PENSION PLAN | DALLAS TX | 2,572 | $8.7M | $547K |
| 6 | QUINNIPIAC UNIVERSITY QUINNIPIAC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | HAMDEN CT | 1,281 | $335.0M | $386K |
| 7 | LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. SALARY REDUCTION PROFIT SHARING PLAN | NEW YORK NY | 90 | $50.5M | $148K |
