Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom 2040 Fund Registered investment company in their Schedule of Assets, totaling $23.7M 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 | AIS HOLDING COMPANY LLC AVAIL INFRASTRUCTURE SOLUTIONS RETIREMENT SAVINGS PLAN | SUWANEE GA | 1,343 | $80.9M | $7.1M |
| 2 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE PA | 2,594 | $80.1M | $5.8M |
| 3 | NURIX THERAPEUTICS, INC. NURIX INCORPORATED 401(K) PLAN & TRUST |
SAN FRANCISCO CA |
| 297 |
| $36.5M |
| $2.9M |
| 4 | J. LOHR WINERY CORPORATION J. LOHR EMPLOYEES RETIREMENT PLAN | SAN JOSE CA | 207 | $43.5M | $2.6M |
| 5 | BAR ASSOCIATION OF SAN FRANCISCO BASF AND JDC 401(K) PLAN. | SAN FRANCISCO CA | 142 | $16.5M | $2.2M |
| 6 | GRAND & BENEDICTS, INC. GRAND & BENEDICTS, INC. SALARY REDUCTION PROFIT SHARING PLAN | PORTLAND OR | 96 | $29.5M | $1.7M |
| 7 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $1.2M |
| 8 | M. ROBERTS MEDIA, LLC M. ROBERTS MEDIA, LLC 401(K) PLAN | LONGVIEW TX | 116 | $7.3M | $199K |
