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 Pr N/R in their Schedule of Assets, totaling $4.4M 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 | DATAIKU INC. DATAIKU INC. 401(K) PLAN | NEW YORK NY | 429 | $40.1M | $2.6M |
| 2 | VISTRA USA INC. VISTRA USA INC., 401(K) PLAN | BOSTON MA | 216 | $19.1M | $1.8M |
