Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity Freedom Index 2040 - in their Schedule of Assets, totaling $132.4M 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 | TUCSON ELECTRIC POWER COMPANY TUCSON ELECTRIC POWER COMPANY 401K | TUCSON AZ | 2,079 | $518.6M | $34.4M |
| 2 | PRAIRIE STATE GENERATING COMPANY, LLC PRAIRIE STATE GENERATING COMPANY, LLC 401(K) PLAN | MARISSA IL | 649 | $137.9M | $15.5M |
| 3 | GREAT LAKES SERVICES, LLC GREAT WOLF RESORTS 401(K) PLAN |
CHICAGO IL |
| 12,864 |
| $62.2M |
| $6.6M |
| 4 | ION INTERMEDIATE HOLDINGS, LLC C/O CARDINAL HEALTH, INC. ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN | DUBLIN OH | 1,014 | $97.7M | $6.4M |
| 5 | TRIAGE, LLC TRIAGE, LLC RETIREMENT SAVINGS PLAN | OMAHA NE | 6,683 | $73.7M | $5.7M |
| 6 | HOSHIZAKI USA HOLDINGS, INC. HOSHIZAKI USA HOLDINGS, INC. RETIREMENT PLAN | PEACHTREE CITY GA | 1,731 | $117.0M | $5.6M |
| 7 | ABC PHONES OF NORTH CAROLINA, INC. VICTRA 401(K) PLAN | RALEIGH NC | 8,133 | $49.8M | $4.8M |
| 8 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $4.5M |
| 9 | PACT, INC. PACT 403(B) RETIREMENT PLAN | WASHINGTON DC | 138 | $38.4M | $4.2M |
| 10 | GREAT WOLF RESORTS, INC. GREAT WOLF RESORTS, INC. 401(K) PLAN | CHICAGO IL | 4,300 | $34.4M | $4.0M |
