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 IPR N/R in their Schedule of Assets, totaling $4.9M 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 | ANAGRAM INTERNATIONAL, LLC ANAGRAM INTERNATIONAL, LLC 401(K) PLAN | EDEN PRAIRIE MN | 357 | $38.8M | $4.4M |
| 2 | PARALLEL WIRELESS, INC. PARALLEL WIRELESS, INC. 401(K) PLAN | NASHUA NH | 71 | $7.6M | $490K |
