Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity Freedom® 2040 Mutual Fund in their Schedule of Assets, totaling $205.8M 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 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $37.6M |
| 2 | NATIONAL MENTOR HOLDINGS, LLC SEVITA 401(K) PLAN | EDINA MN | 38,828 | $347.2M | $30.1M |
| 3 | MURPHY-HOFFMAN COMPANY MURPHY-HOFFMAN COMPANY EMPLOYEE PROFIT SHARING PLAN |
LEAWOOD KS |
| 4,923 |
| $405.1M |
| $24.6M |
| 4 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $20.5M |
| 5 | UNIVERSITY OF NEW ENGLAND UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN | BIDDEFORD ME | 1,230 | $248.8M | $19.8M |
| 6 | MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY MAINE EMPLOYERS' MUTUAL INSURANCE COMPANY 401(K) PLAN | PORTLAND ME | 499 | $146.4M | $8.4M |
| 7 | AAA WASHINGTON AAA WASHINGTON 401(K) SAVINGS PLAN | BELLEVUE WA | 588 | $86.9M | $5.7M |
| 8 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $5.6M |
| 9 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $5.0M |
| 10 | MUSEUM OF FINE ARTS MUSEUM OF FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 404 | $208.0M | $4.1M |
