Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Freedom® Index 2040 Fund Registered Investment Company in their Schedule of Assets, totaling $762.2M 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 | STANFORD HEALTH CARE STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN | STANFORD CA | 25,626 | $6.9B | $662.4M |
| 2 | CINCINNATI FINANCIAL CORPORATION CINCINNATI FINANCIAL CORPORATION TAX-QUALIFIED SAVINGS PLAN | FAIRFIELD OH | 5,564 | $1.3B | $60.5M |
| 3 | GREEN DOT CORPORATION |
CINCINNATI OH |
| 879 |
| $134.7M |
| $13.3M |
| 4 | HILCO TRADING, LLC HILCO TRADING, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 1,608 | $114.4M | $5.9M |
| 5 | VERNIER SOFTWARE & TECHNOLOGY, INC. VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLAN | BEAVERTON OR | 112 | $43.0M | $5.2M |
| 6 | ENCOMPASS DIGITAL MEDIA, INC. ENCOMPASS DIGITAL MEDIA 401(K) PLAN | ATLANTA GA | 590 | $70.2M | $5.0M |
| 7 | VERNIER SOFTWARE & TECHNOLOGY LLC VERNIER SOFTWARE & TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 102 | $38.9M | $4.9M |
| 8 | CUTERA, INC. CUTERA, INC. 401(K) PLAN | BRISBANE CA | 297 | $34.9M | $3.4M |
| 9 | PEACEHEALTH PEACEHEALTH MEDICAL GROUP 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 88 | $20.4M | $590K |
| 10 | INFINISOURCE CONSULTING SOLUTIONS, INC. INFINISOURCE 401(K) PLAN | RESTON VA | 86 | $2.6M | $341K |
