Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Freedom Index 2040 Institutional Premium Class " in their Schedule of Assets, totaling $59.6M 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 | OLMSTED MEDICAL CENTER OLMSTED MEDICAL CENTER RETIREMENT SAVINGS PLAN | ROCHESTER MN | 1,429 | $303.4M | $31.9M |
| 2 | RAMBOLL LIMITED RAMBOLL US RETIREMENT & SAVINGS PLAN | SYRACUSE NY | 2,039 | $659.1M | $8.9M |
| 3 | NLIGHT, INC. NLIGHT, INC. 401(K) PLAN |
CAMAS WA |
| 636 |
| $69.4M |
| $6.2M |
| 4 | SPRINGBROOK NY, INC. SPRINGBROOK EMPLOYEES 401(K) PLAN | ONEONTA NY | 1,583 | $44.8M | $5.9M |
| 5 | ZAXBY'S FRANCHISING LLC ZAXBY'S FRANCHISING, LLC 401(K) PLAN | ATHENS GA | 4,894 | $22.5M | $3.3M |
| 6 | AMERICAN CEMENTING, LLC AMERICAN CEMENTING 401(K) | TULSA OK | 405 | $19.6M | $1.7M |
| 7 | CONTENTSQUARE HEAP 401(K) PLAN | NEW YORK NY | 130 | $21.0M | $722K |
| 8 | HEAP, INC. HEAP 401(K) PLAN | NEW YORK NY | 208 | $19.4M | $652K |
| 9 | ADMINISTRATIVE CONCEPTS, INC. ADMINISTRATIVE CONCEPTS, INC. 401(K) PROFIT SHARING PLAN | COLLEGEVILLE PA | 106 | $6.6M | $236K |
| 10 | PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK NY | 296 | $40.1M | $27K |
