Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FIDELITY FREE IDX 2040 PREM Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | TRGF, INC. BLUE HORIZONS POOLED EMPLOYER PLAN | LAKEWOOD RANCH FL | 540 | $16.5M | $1.4M |
