Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom 2040 Mutual fund n/a in their Schedule of Assets, totaling $7.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ETR ASSOCIATES, INC. ETR ASSOCIATES, INC. 401K PLAN | WATSONVILLE CA | 127 | $31.8M | $6.3M |
| 2 | REGENCY HOTEL MANAGEMENT, LLC HOTEL RETIREMENT SYSTEMS PROFIT SHARING PLAN AND TRUST | SIOUX FALLS SD | 3,434 | $33.0M | $797K |
| 3 | BECKETT AIR INCORPORATED BECKETT AIR INCORPORATED 401K RETIREMENT SAVINGS PLAN |
ELYRIA OH |
| 123 |
| $4.9M |
| $414K |
| 4 | BANK MIDWEST BANK MIDWEST 401(K) PROFIT SHARING PLAN & TRUST | OKOBOJI IA | 188 | $32.2M | $11K |
