Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Freedom 2040 Fund N/R in their Schedule of Assets, totaling $8.1M 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 | VENBROOK GROUP, LLC VENBROOK GROUP 401(K) PLAN | WOODLAND HILLS CA | 361 | $36.5M | $4.4M |
| 2 | ARVOS LJUNGSTROM LLC ARVOS LJUNGSTROM LLC 401(K) PLAN | WELLSVILLE NY | 326 | $50.4M | $3.7M |
| 3 | WARC LLC C/O INFORMA PLC WARC LLC 401K PLAN |
| 1 |
| $1.3M |
| $42K |
