Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Freedom Index 2040 Institutional Premium Fund Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | POTRERO DISTILLING HOLDINGS POTRERO DISTILLING HOLDINGS RETIREMENT PLAN | SAN FRANCISCO CA | 70 | $13.9M | $1.7M |
