Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 Instl Prem in their Schedule of Assets, totaling $39.9M 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 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $1.3M |
| 9 | ROBINSON MECHANICAL CONTRACTORS, INC. ROBINSON MECHANICAL CONTRACTORS 401(K) PLAN | PERRYVILLE MO | 308 | $17.7M | $855K |
| 10 | COVE BEHAVIORAL HEALTH, INC. THE COVE BEHAVIORAL HEALTH, INC. RETIREMENT PLAN | TAMPA FL | 208 | $4.6M | $687K |
