Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund - Investor Class Registered Investment Companies in their Schedule of Assets, totaling $2.9M 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 | DONORSCHOOSE.ORG DONORSCHOOSE.ORG 401(K) PROFIT SHARING PLAN | NEW YORK NY | 204 | $18.8M | $2.9M |
