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 Investor Mutual fund in their Schedule of Assets, totaling $11.1M 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 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $10.8M |
| 2 | MUX, INC. MUX 401(K) PLAN | SAN FRANCISCO CA | 81 | $10.1M | $357K |
