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 Institutional in their Schedule of Assets, totaling $6.4M 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 | INTERNATIONAL FRESH PRODUCE ASSOCIATION INTERNATIONAL FRESH PRODUCE ASSOCIATION 401K PLAN | NEWARK DE | 95 | $29.2M | $5.4M |
| 2 | BOX ACQUISITIONS, LLC (DBA BOX PARTNERS, LLC) BOX PARTNERS, LLC 401(K) PLAN | ELGIN IL | 411 | $12.5M | $981K |
