Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund Institutional Premium Class Registered investment company in their Schedule of Assets, totaling $85.3M 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 | STANFORD HEALTH CARE TRI-VALLEY STANFORD HEALTH CARE TRI-VALLEY 403(B) PLAN | LIVERMORE CA | 1,754 | $150.0M | $19.9M |
| 2 | VOX MEDIA, LLC VOX MEDIA 401(K) PROFIT SHARING PLAN AND TRUST | WASHINGTON DC | 1,313 | $179.3M | $13.1M |
| 3 | SILK ROAD MEDICAL, INC. SILK ROAD MEDICAL, INC. 401(K) PLAN |
SUNNYVALE CA |
| 396 |
| $58.7M |
| $9.6M |
| 4 | GEARBOX SOFTWARE LLC GEARBOX SOFTWARE LLC 401(K) PLAN | FRISCO TX | 1,039 | $84.1M | $6.8M |
| 5 | DOXIMITY, INC. DOXIMITY 401(K) PLAN | SAN FRANCISCO CA | 837 | $78.8M | $4.6M |
| 6 | MAST JAEGERMEISTER US MAST-JAEGERMEISTER US, INC. 401(K) PLAN | WHITE PLAINS NY | 169 | $33.0M | $4.5M |
| 7 | SONIC.NET, LLC SONIC.NET, LLC 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 868 | $40.7M | $4.3M |
| 8 | ARVINAS OPERATIONS, INC. ARVINAS, INC. 401K PLAN | NEW HAVEN CT | 433 | $57.2M | $4.2M |
| 9 | EC COMPANY E C COMPANY EMPLOYEES RETIREMENT AND SAVINGS PLAN | PORTLAND OR | 259 | $42.7M | $3.2M |
| 10 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $3.1M |
