Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity* Fidelity Freedom 2040 Fund in their Schedule of Assets, totaling $108.7M 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 | BY LIGHT PROFESSIONAL IT SERVICES LLC BY LIGHT PROFESSIONAL IT SERVICES LLC 401(K) PLAN | MCLEAN VA | 1,630 | $214.5M | $17.2M |
| 2 | EAB GLOBAL, INC. EAB GLOBAL, INC. 401(K) PLAN | WASHINGTON DC | 1,822 | $204.8M | $16.7M |
| 3 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN |
BEVERLY HILLS CA |
| 484 |
| $313.1M |
| $9.7M |
| 4 | SOS INTERNATIONAL LLC SOS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 1,695 | $173.7M | $9.4M |
| 5 | HEARTLAND EXPRESS, INC. OF IOWA HEARTLAND EXPRESS, INC. OF IOWA 401(K) PLAN | NORTH LIBERTY IA | 2,173 | $102.6M | $6.2M |
| 6 | INSTITUTIONAL INVESTOR, LLC EUROMONEY INSTITUTIONAL INVESTOR SAVINGS & INVESTMENT PLAN | NEW YORK NY | 292 | $98.7M | $4.7M |
| 7 | ROBINSON HOLDINGS (USA) LTD ROBINSON HOLDINGS (USA) LTD 401(K) PLAN | RUTH NV | 818 | $89.2M | $4.0M |
| 8 | BG STAFF SERVICES, INC. BG STAFF SERVICES INC. RETIREMENT SAVINGS PLAN | PLANO TX | 22,408 | $44.3M | $3.5M |
| 9 | NORWOOD MEDICAL, LLC NORWOOD MEDICAL EMPLOYEE SAVINGS PLAN AND TRUST | DAYTON OH | 1,154 | $70.4M | $2.8M |
| 10 | MILLICOM INTERNATIONAL SERVICES, LLC MILLICOM INTERNATIONAL SERVICES EMPLOYEES' RETIREMENT SAVINGS PLAN | FLORIDA FL | 81 | $21.8M | $2.8M |
