Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund Asset Allocation Mutual Fund in their Schedule of Assets, totaling $28.5M 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 | ENVIVA INC. ENVIVA INC. 401(K) PLAN | BETHESDA MD | 1,303 | $65.6M | $7.5M |
| 2 | REITER AFFILIATED COMPANIES, LLC REITER AFFILIATED COMPANIES 401(K) PLAN | OXNARD CA | 656 | $53.5M | $6.9M |
| 3 | SABAN CAPITAL GROUP LLC SABAN CAPITAL GROUP LLC 401(K) AND RETIREMENT PLAN |
LOS ANGELES CA |
| 63 |
| $29.9M |
| $3.1M |
| 4 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $2.9M |
| 5 | BREX INC. BREX 401(K) PLAN | SAN FRANCISCO CA | 650 | $66.7M | $2.7M |
| 6 | GRAMMARLY, INC. GRAMMARLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 797 | $58.9M | $2.5M |
| 7 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE CA | 258 | $19.4M | $1.7M |
| 8 | CERIBELL, INC. CERIBELL, INC. 401(K) PLAN | SUNNYVALE CA | 281 | $12.0M | $1.1M |
