Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 Fund Inst Premium Class in their Schedule of Assets, totaling $4.2M 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 | INSTITUTE OF MANAGEMENT ACCOUNTANTS INC INSTITUTE OF MANAGEMENT ACCOUNTANTS EMPLOYEES' RETIREMENT PLAN | MONTVALE NJ | 77 | $20.5M | $2.6M |
| 2 | CAPITAL RX CAPITAL RX 401(K) PLAN | NEW YORK CITY NY | 792 | $20.2M | $1.6M |
