Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom 2040 Commingled Pool in their Schedule of Assets, totaling $45.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN | HOUSTON TX | 13,527 | $539.6M | $41.8M |
| 2 | INVOCA, INC. INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST HOLLYWOOD CA | 332 | $47.5M | $3.3M |
