Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2040 Fund Premier " in their Schedule of Assets, totaling $6.6M 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 | PLANET HOME LENDING, LLC PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST | IRVING TX | 1,287 | $57.9M | $4.6M |
| 2 | MONOGRAM LLC MONOGRAM LLC 401K PLAN | BOSTON MA | 65 | $42.8M | $1.7M |
| 3 | HUTTON REAL ESTATE SERVICES, INC. HUTTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN |
CHATTANOOGA TN |
| 1,324 |
| $4.1M |
| $152K |
| 4 | PEARCE INDUSTRIES, INC. PEARCE INDUSTRIES, INC. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 1,076 | $73.1M | $135K |
