Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund Premier Class Mutual Fund in their Schedule of Assets, totaling $234.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $102.7M |
| 2 | AAA NORTHERN CALIFORNIA, NEVADA & UTAH AAA NCNU 401(K) PLAN | WALNUT CREEK CA | 5,300 | $762.7M | $72.7M |
| 3 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU |
SAN MATEO CA |
| 821 |
| $115.5M |
| $10.6M |
| 4 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $10.2M |
| 5 | STOLT-NIELSEN USA INC. STOLT-NIELSEN US 401(K) SAVINGS PLAN | HOUSTON TX | 474 | $143.1M | $7.1M |
| 6 | CHRONICLE BOOKS, LLC CHRONICLE BOOKS RETIREMENT PLAN | SAN FRANCISCO CA | 229 | $60.7M | $7.0M |
| 7 | ROSE INTERNATIONAL, INC. ROSE INTERNATIONAL 401(K) PLAN | CHESTERFIELD MO | 4,209 | $56.9M | $6.1M |
| 8 | GCI, INC. GCI, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 95 | $23.7M | $4.8M |
| 9 | NORTHLAND CONTROL SYSTEMS, INC. NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MILPITAS CA | 149 | $14.8M | $2.9M |
| 10 | MIQ LOGISTICS, LLC NOATUM LOGISTICS USA 401(K) PLAN | OVERLAND PARK KS | 184 | $18.0M | $2.9M |
