Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 65 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund - Institutional Premium Class in their Schedule of Assets, totaling $478.5M 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 | VILLAGE PRACTICE MANAGEMENT COMPANY, LLC VILLAGEMD 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 17,015 | $1.4B | $113.1M |
| 2 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $43.8M |
| 3 | R1 RCM HOLDCO INC. R1 RCM HOLDCO INC. 401(K) PLAN |
MURRAY UT |
| 15,766 |
| $664.7M |
| $36.4M |
| 4 | RUSSELL REYNOLDS ASSOCIATES, INC. RUSSELL REYNOLDS ASSOCIATES RETIREMENT SAVINGS PLAN | NEW YORK NY | 870 | $438.2M | $35.7M |
| 5 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $34.0M |
| 6 | OPTIV SECURITY INC. OPTIV SECURITY INC. 401(K) RETIREMENT SAVING PLAN | DENVER CO | 1,790 | $263.2M | $25.2M |
| 7 | EG RETAIL (AMERICA) LLC EG AMERICA EMPLOYEE SAVINGS PLAN | WESTBOROUGH MA | 16,690 | $337.9M | $24.5M |
| 8 | BLACKBERRY CORPORATION BLACKBERRY CORPORATION 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 520 | $258.1M | $20.2M |
| 9 | CLARIOS, LLC CLARIOS RETIREMENT SAVINGS AND INVESTMENT PLAN | GLENDALE WI | 5,200 | $333.6M | $20.1M |
| 10 | SAUDI ARAMCO ROWAN OFFSHORE DRILLING COMPANY (A KSA JOINT VENTURE) ARO DRILLING 401(K) PLAN | HOUSTON TX | 171 | $65.7M | $9.8M |
