Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund – Institutional Premium Class* Mutual Fund in their Schedule of Assets, totaling $223.1M 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 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $88.1M |
| 2 | DATABRICKS, INC. DATABRICKS, INC. 401(K) PLAN & TRUST | SAN FRANCISCO CA | 4,704 | $418.9M | $24.9M |
| 3 | CONESTOGA WOOD SPECIALTIES CORP. CONESTOGA WOOD EMPLOYEES' 401(K) PLAN |
EAST EARL PA |
| 1,007 |
| $98.0M |
| $12.5M |
| 4 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $8.0M |
| 5 | CHARLES RIVER MEDICAL ASSOCIATES PC CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN | FRAMINGHAM MA | 490 | $127.1M | $7.7M |
| 6 | IOVANCE BIOTHERAPEUTICS, INC. IOVANCE BIOTHERAPEUTICS, INC. 401(K) PLAN | SAN CARLOS CA | 832 | $61.5M | $6.7M |
| 7 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $5.5M |
| 8 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $5.2M |
| 9 | DIGITAL DOMAIN 3.0, INC. DIGITAL DOMAIN, INC. 401(K) EMPLOYEE SAVINGS PLAN | LOS ANGELES CA | 155 | $41.6M | $4.3M |
| 10 | BUCKNER INTERNATIONAL BUCKNER INT'L 403B RETIREMENT SAVINGS PLAN | DALLAS TX | 2,056 | $60.8M | $3.9M |
