Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund – Institutional Premium Class* Mutual Fund in their Schedule of Assets, totaling $243.9M 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 | 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 | CONFLUENT, INC CONFLUENT, INC. RETIREMENT TRUST | MOUNTAIN VIEW CA | 1,673 | $171.7M | $11.3M |
| 5 | MAGNETAR CAPITAL LLC MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN | EVANSTON IL | 202 | $85.4M | $8.0M |
| 6 | CHARLES RIVER MEDICAL ASSOCIATES PC CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN | FRAMINGHAM MA | 490 | $127.1M | $7.7M |
| 7 | VINFEN CORPORATION VINFEN 401(A) COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 2,841 | $69.3M | $7.1M |
| 8 | IOVANCE BIOTHERAPEUTICS, INC. IOVANCE BIOTHERAPEUTICS, INC. 401(K) PLAN | SAN CARLOS CA | 832 | $61.5M | $6.7M |
| 9 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $5.5M |
| 10 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $5.2M |
