Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 Instl Prem # in their Schedule of Assets, totaling $41.8M 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 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $16.1M |
| 2 | ARGON MEDICAL DEVICES, INC. ARGON MEDICAL DEVICES, INC. 401K PLAN | PLANO TX | 832 | $58.0M | $3.8M |
| 3 | ARTIFLEX MANUFACTURING, INC. ARTIFLEX MANUFACTURING GERSTCO DIVISION DEFERRED PROFIT SHARING PLAN |
WOOSTER OH |
| 384 |
| $35.2M |
| $3.4M |
| 4 | FIRST NORTHERN BANK OF DIXON FIRST NORTHERN BANK PROFIT SHARING 401(K) PLAN | DIXON CA | 187 | $37.4M | $2.8M |
| 5 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $2.6M |
| 6 | MERIDIAN TITLE COMPANY, LLC DBA MERIDIAN TITLE CORPORATION MERIDIAN TITLE CORPORATION EMPLOYEE'S SAVINGS AND PROFIT SHARING PLAN | SOUTH BEND IN | 202 | $13.0M | $2.2M |
| 7 | SIGMA TECHNOLOGIES, LTD SIGMA TECHNOLOGIES, LTD 401(K) PLAN | PERRYSBURG OH | 471 | $14.5M | $2.0M |
| 8 | STRIKING DISTANCE STUDIOS, INC. STRIKING DISTANCE STUDIOS, INC. 401(K) PLAN | SAN RAMON CA | 76 | $9.4M | $1.4M |
| 9 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $1.3M |
| 10 | ROBINSON MECHANICAL CONTRACTORS, INC. ROBINSON MECHANICAL CONTRACTORS 401(K) PLAN | PERRYVILLE MO | 308 | $17.7M | $855K |
