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 Income 2040 Fund in their Schedule of Assets, totaling $2.5M 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 | Y-PRIME LLC Y-PRIME LLC 401(K) PROFIT SHARING PLAN | MALVERN PA | 281 | $32.2M | $2.5M |
