Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 Inst Premium Fund - in their Schedule of Assets, totaling $1.6M 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 | INNOVATE, INC. INNOVATE!, INC. RETIREMENT TRUST | ALEXANDRIA VA | 76 | $12.5M | $1.6M |
