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 Investor Class Registered Investment Company in their Schedule of Assets, totaling $27.0M 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 | CRUISE, LLC CRUISE, LLC RETIREMENT TRUST | SAN FRANCISCO CA | 2,138 | $489.2M | $19.7M |
| 2 | THE BANK OF COMMERCE THE BANK OF COMMERCE PROFIT SHARING PLAN | AMMON ID | 160 | $24.9M | $1.6M |
| 3 | REC ROOM INC. REC ROOM INC. 401(K) PLAN | SEATTLE |
| 285 |
| $25.4M |
| $1.4M |
| 4 | MAGLEBY PROFESSIONAL SERVICES MAGLEBY PROFESSIONAL SERVICES 401(K) PLAN | LINDON UT | 127 | $5.7M | $1.4M |
| 5 | TOTTEN TUBES, INC. TOTTEN TUBES, INC. PROFIT SHARING PLAN | AZUSA CA | 123 | $15.9M | $1.2M |
| 6 | CK FRANCHISING, INC. CK FRANCHISING, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 534 | $8.8M | $1.0M |
| 7 | RBT CPAS, LLP RBT CPAS, LLP 401(K) PROFIT SHARING PLAN | NEWBURGH NY | 117 | $8.4M | $747K |
