Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Fidelity Freedom ® Index 2040 Fund Investor Class Mutual Fund in their Schedule of Assets, totaling $91.9M 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 | GUARDANT HEALTH, INC. GUARDANT HEALTH 401(K) PLAN | PALO ALTO CA | 1,843 | $193.0M | $17.1M |
| 2 | DENALI THERAPEUTICS INC. DENALI THERAPEUTICS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 410 | $65.7M | $9.7M |
| 3 | ABC GROUP HOLDINGS, INC. ABC TECHNOLOGIES 401(K) PLAN |
SOUTHFIELD MI |
| 4,421 |
| $73.2M |
| $8.7M |
| 4 | LA CLIPPERS LLC SB HOLDINGS 401(K) PLAN | BELLEVUE WA | 595 | $49.7M | $7.5M |
| 5 | CEREBRAS SYSTEMS INC CEREBRAS SYSTEMS INC 401(K) PLAN | SUNNYVALE CA | 269 | $32.5M | $3.2M |
| 6 | HGC CONSTRUCTION CO. HGC 401(K) SAVINGS PLAN | CINCINNATI OH | 309 | $23.9M | $3.1M |
| 7 | BARGREEN-ELLINGSON, INC. BARGREEN-ELLINGSON, INC. 401(K) PLAN | TACOMA WA | 709 | $61.3M | $2.9M |
| 8 | NORTHLAND INVESTMENT CORPORATION NORTHLAND INVESTMENT CORPORATION 401(K) PLAN | NEWTON MA | 708 | $30.9M | $2.9M |
| 9 | FORD AUDIO-VIDEO SYSTEMS, LLC FORD AUDIO-VIDEO SYSTEMS, LLC 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 545 | $30.6M | $2.7M |
| 10 | BREGAL INVESTMENTS INC. BREGAL INVESTMENTS, INC. 401(K) PLAN | NEW YORK NY | 91 | $38.1M | $2.2M |
