Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom 2040 Registered investment company in their Schedule of Assets, totaling $17.7M 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 | SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN SAGINAW CHIPPEWA INDIAN TRIBE OF MICHIGAN 401(K) PROFIT SHARING PLAN | MT. PLEASANT MI | 4,025 | $127.0M | $7.0M |
| 2 | ACCESS CLINICAL PARTNERS, LLC ACCESS CLINICAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 3,521 | $67.2M | $5.7M |
| 3 | WAVETRONIX, LLC |
SPRINGVILLE UT |
| 329 |
| $48.5M |
| $2.0M |
| 4 | MANHATTAN CAPITAL CORPORATION IRISH 401(K) RETIREMENT PLAN | ROSEMEAD CA | 155 | $11.3M | $1.5M |
| 5 | MINDGRUB TECHNOLOGIES LLC MINDGRUB TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 75 | $7.2M | $750K |
| 6 | CLEVER CARE HEALTH PLAN INC. CLEVER CARE 401(K) PLAN | HUNTINGTON BEACH CA | 204 | $7.0M | $419K |
| 7 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $293K |
