Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $4.6M 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 | ULTIUM CELLS, LLC ULTIUM CELLS, LLC 401(K) PLAN | WARREN OH | 1,955 | $24.4M | $3.2M |
| 2 | FORTESSA TABLEWARE SOLUTIONS, LLC INTEGRUS HOLDINGS, INC. 401(K) PLAN | ASHBURN VA | 206 | $11.6M | $1.4M |
