Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY FREE IDX 2040 PREM Registered Investment Company in their Schedule of Assets, totaling $14.0M 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 | LS3P ASSOCIATES LTD. LS3P 401(K) PLAN | CHARLESTON SC | 490 | $72.3M | $4.5M |
| 2 | SUMMIT FUNDING, INC. SUMMIT FUNDING, INC. 401(K) PLAN | SACRAMENTO CA | 499 | $45.7M | $4.4M |
| 3 | CORZA MEDICAL INC. CORZA MEDICAL 401(K) PLAN | WESTWOOD MA |
| 371 |
| $36.3M |
| $3.9M |
| 4 | ARHAUS, LLC ARHAUS, LLC 401(K) PLAN | BOSTON HEIGHTS OH | 2,198 | $68.3M | $1.1M |
