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 Premier Class in their Schedule of Assets, totaling $234K 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 | ANDERS GROUP, LLC ANDERS GROUP, LLC. 401(K) PLAN | IRVING TX | 292 | $3.0M | $234K |
