Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund Institutional Premium Mutual fund - in their Schedule of Assets, totaling $9.3M 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 | STONEEAGLE, F&I, INC. STONEEAGLE, F&I, INC. 401K PLAN | RICHARDSON TX | 173 | $13.6M | $2.3M |
| 2 | ATLANTIC DIALYSIS MANAGEMENT SERVICE LLC ATLANTIC DIALYSIS 401(K) PLAN, AFFILIATED AND RELATED COMPANIES | COLLEGE POINT NY | 450 | $26.4M | $2.0M |
| 3 | CSS FARMS, LLC CSS FARMS, LLC 401K PLAN |
KEARNEY NE |
| 299 |
| $17.7M |
| $1.7M |
| 4 | INFOTRACK US INC INFOTRACK US INC 401 (K) PLAN | PETALUMA CA | 242 | $13.3M | $1.3M |
| 5 | ORNA THERAPEUTICS, INC. ORNA THERAPEUTICS 401K PLAN | WATERTOWN MA | 111 | $12.7M | $1.3M |
| 6 | MERCURY TECHNOLOGIES, INC MERCURY TECHNOLOGIES, INC 401(K) PLAN | SAN FRANCISCO CA | 658 | $43.3M | $507K |
| 7 | KASA LIVING, INC. KASA LIVING, INC. 401(K) PLAN | MIAMI FL | 167 | $5.4M | $170K |
