Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding Fidelity Freedom index 2040 fund # in their Schedule of Assets, totaling $542.7M 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 | VERTEX PHARMACEUTICALS INCORPORATED VERTEX PHARMACEUTICALS INCORPORATED 401(K) PLAN | BOSTON MA | 5,091 | $1.3B | $110.3M |
| 2 | PURDUE PHARMA L.P. PURDUE PHARMA L.P. AND PARTICIPATING ASSOCIATED COMPANIES RETIREMENT SAVINGS 401(K) PLAN | STAMFORD CT | 501 | $455.1M | $26.1M |
| 3 | THE BOYD GROUP (U.S.) INC. |
ELMHURST IL |
| 11,273 |
| $197.8M |
| $21.7M |
| 4 | WINN MANAGEMENT GROUP LLC WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN | BOSTON MA | 3,810 | $157.6M | $18.6M |
| 5 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,289 | $406.0M | $17.3M |
| 6 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $15.7M |
| 7 | SARTORIUS CORPORATION SARTORIUS 401(K) SAVINGS PLAN | BOHEMIA NY | 1,461 | $218.2M | $15.5M |
| 8 | RGI MANAGEMENT COMPANY LLC U.S. DIGESTIVE HEALTH RETIREMENT PLAN | MINNETONKA MN | 1,348 | $124.5M | $14.6M |
| 9 | CHA CONSULTING INC. CHA CONSULTING, INC. RETIREMENT INVESTMENT PLAN | ALBANY NY | 1,954 | $268.3M | $11.9M |
| 10 | KRONES, INC. KRONES, INC. 401(K) SAVINGS PLAN | FRANKLIN WI | 1,356 | $242.7M | $9.9M |
