Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom In 2040 InstP Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | KRAUSS-MAFFEI CORPORATION KRAUSS-MAFFEI CORPORATION 401(K) RETIREMENT SAVING | FLORENCE KY | 229 | $39.7M | $1.5M |
| 2 | DIVERSIFIED GAS & OIL CORPORATION DGOC EMPLOYEE RETIREMENT PLAN | BIRMINGHAM AL | 252 | $25.2M | $1.1M |
| 3 | ENDURANCE GROUP, LLC ENDURANCE GROUP, LLC 401K PLAN |
BROOMALL PA |
| 54 |
| $10.1M |
| $472K |
| 4 | LINGRAPHICARE AMERICA, INC. LINGRAPHICA 401(K) RETIREMENT PLAN | PRINCETON NJ | 185 | $7.9M | $282K |
| 5 | SUNRISE EXPRESS, INC. SUNRISE EXPRESS 401(K) PROFIT SHARING PLAN | GRAND ISLAND NE | 77 | $4.8M | $195K |
