Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Fidelity Fidelity Freedom 2040 - in their Schedule of Assets, totaling $429.0M 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 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 12,347 | $2.1B | $226.5M |
| 2 | BRONSON HEALTHCARE GROUP, INC. BRONSON HEALTHCARE GROUP, INC. 403(B) TAX SHELTERED MATCHING PLAN | KALAMAZOO MI | 9,693 | $1.2B | $117.7M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 876 |
| $1.2B |
| $18.0M |
| 4 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI SUPPLEMENTAL RETIREMENT ANNUITY PROGRAM | CORAL GABLES FL | 1,738 | $809.8M | $11.2M |
| 5 | NCINO, INC. NCINO, INC. 401(K) PLAN | WILMINGTON NC | 1,363 | $110.3M | $10.4M |
| 6 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $7.5M |
| 7 | GAMCO INVESTORS, INC. GAMCO INVESTORS, INC 401(K) PLAN | GREENWICH CT | 182 | $81.5M | $5.9M |
| 8 | MERLIN ENTERTAINMENTS GROUP US, LLC MERLIN ENTERTAINMENTS GROUP US, LLC 401(K) PLAN | ORLANDO FL | 3,878 | $70.5M | $4.5M |
| 9 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $4.4M |
| 10 | STELLANT SYSTEMS, INC. STELLANT SYSTEMS, INC. RETIREMENT PLAN | TORRANCE CA | 1,034 | $77.8M | $3.7M |
