Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Blend 2040 Fund Mutual fund in their Schedule of Assets, totaling $74.0M 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 | PROTIVITI INC PROTIVITI INC. 401K AND PROFIT SHARING PLAN | SAN RAMON CA | 4,976 | $814.1M | $30.5M |
| 2 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN | SAN RAMON CA | 5,431 | $597.9M | $27.8M |
| 3 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN FOR CONTRACT TALENT AND FULL-TIME ENGAGEMENT PROFESSIONALS |
SAN RAMON CA |
| 30,658 |
| $173.2M |
| $12.4M |
| 4 | INSCO DISTRIBUTING, INC. INSCO DISTRIBUTING, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 241 | $26.0M | $1.6M |
| 5 | POLICYLINK POLICYLINK 401(K) PROFIT SHARING PLAN AND TRUST | OAKLAND CA | 96 | $16.1M | $1.1M |
| 6 | ABL SPACE SYSTEMS COMPANY ABL SPACE SYSTEMS COMPANY 401(K) PLAN | EL SEGUNDO CA | 139 | $17.1M | $553K |
| 7 | UNITED PRODUCERS, INC. UNITED PRODUCERS, INC. SAVINGS PLAN | COLUMBUS OH | 207 | $14.7M | $79K |
