Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund Investor Class " in their Schedule of Assets, totaling $76.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEDIMPACT HEALTHCARE SYSTEMS, INC. MEDIMPACT HEALTHCARE SYSTEMS, INC. 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 1,550 | $263.1M | $16.2M |
| 2 | JOHN R. JURGENSEN & ASSOCIATED COMPANIES JURGENSEN COMPANIES SALARIED RETIREMENT PLAN | CINCINNATI OH | 185 | $67.6M | $4.5M |
| 3 | NEWPORT NEWS NUCLEAR BWXT - LOS ALAMOS LLC |
LOS ALAMOS NM |
| 452 |
| $55.6M |
| $4.5M |
| 4 | GENISYS CREDIT UNION GENISYS CREDIT UNION 401(K) PLAN | AUBURN HILLS MI | 559 | $71.6M | $3.5M |
| 5 | ACADIA REALTY LIMITED PARTNERSHIP ACADIA REALTY TRUST 401(K) SAVINGS AND RETIREMENT PLAN | RYE NY | 130 | $28.1M | $3.5M |
| 6 | FEI.COM, INC. FEI.COM, INC. 401(K) PLAN | COLUMBIA MD | 367 | $62.2M | $3.3M |
| 7 | FARADAY FUTURE INTELLIGENT ELECTRIC, INC. FARADAY AND FUTURE RETIREMENT PLAN | GARDENA CA | 205 | $23.5M | $3.0M |
| 8 | PEACEHEALTH PEACEHEALTH NETWORKS ON DEMAND, LLC 401(K) PLAN | VANCOUVER WA | 613 | $42.9M | $2.8M |
| 9 | ENGAGESMART, INC. ENGAGESMART, INC. 401(K) RETIREMENT PLAN | BRAINTREE MA | 938 | $51.8M | $2.8M |
| 10 | FARADAY AND FUTURE FARADAY AND FUTURE RETIREMENT PLAN | GARDENA CA | 469 | $21.2M | $2.7M |
