Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity Freedom Index 2040 - in their Schedule of Assets, totaling $101.5M 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 | SUSQUEHANNA INTERNATIONAL GROUP, LLP SUSQUEHANNA INTERNATIONAL GROUP, LLP 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 2,080 | $934.5M | $32.8M |
| 2 | UNIVERSITY OF MIAMI UNIVERSITY OF MIAMI RETIREMENT SAVINGS PLAN II | CORAL GABLES FL | 1,290 | $195.0M | $22.2M |
| 3 | UNIVERSITY OF MIAMI |
CORAL GABLES FL |
| 8,258 |
| $128.1M |
| $11.0M |
| 4 | ZIMVIE US CORP LLC. ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | PALM BEACH GARDENS FL | 806 | $178.5M | $10.7M |
| 5 | AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 312 | $120.5M | $8.5M |
| 6 | AMERICAS STYRENICS LLC AMERICAS STYRENICS LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS TX | 438 | $213.8M | $6.7M |
| 7 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $3.7M |
| 8 | NFE MANAGEMENT LLC NFE MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 214 | $24.4M | $1.7M |
| 9 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $1.5M |
| 10 | THE STELTER COMPANY THE STELTER COMPANY 401(K) PLAN | URBANDALE IA | 94 | $19.8M | $863K |
