Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund IPR " in their Schedule of Assets, totaling $42.5M 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 | BIOVENTUS LLC BIOVENTUS 401(K) PLAN | DURHAM NC | 901 | $148.0M | $16.5M |
| 2 | LAS VEGAS SANDS CORP. LAS VEGAS SANDS CORP. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 806 | $117.9M | $11.1M |
| 3 | LUNA INNOVATIONS INCORPORATED LUNA 401(K) PLAN |
| 254 |
| $38.7M |
| $4.9M |
| 4 | CERENCE OPERATING COMPANY CERENCE RETIREMENT PLAN | BURLINGTON MA | 99 | $36.9M | $2.7M |
| 5 | FINK'S JEWELERS, INC. FINK'S JEWELERS, INC. DEFERRED COMPENSATION PLAN | ROANOKE VA | 110 | $18.1M | $2.0M |
| 6 | NEXGEN TEAM, LLC NEXGEN TEAM, LLC 401(K) PLAN | PORTLAND OR | 544 | $23.8M | $1.9M |
| 7 | SNAPLOGIC, INC. SNAPLOGIC, INC. 401(K) PLAN | SAN MATEO CA | 229 | $20.9M | $1.7M |
| 8 | VOLTUS, INC. VOLTUS 401(K) PLAN | SAN FRANCISCO CA | 209 | $17.0M | $1.5M |
| 9 | WASHINGTON METAL FABRICATORS, LLC WMF, INC. PROFIT SHARING PLAN | WASHINGTON MO | 117 | $2.8M | $164K |
