Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom In 2040 F Inv Registered Investment Company in their Schedule of Assets, totaling $2.0M 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 | EMBRACE HOME LOANS, INC. 401(K) PLAN FOR DFH COMPANIES | MIDDLETOWN RI | 425 | $82.7M | $2.0M |
| 2 | THE WASHINGTON CONSULTING GROUP, INC. THE WASHINGTON CONSULTING GROUP INC. SAVINGS & INVESTMENT RETIREMENT PLAN | ALEXANDRIA VA | 10 | $5.7M | $62K |
