Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2040 Institutional Premium Mutual fund in their Schedule of Assets, totaling $14.8M 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 | GUSTO (ZENPAYROLL) GUSTO 401(K) PLAN | SAN FRANCISCO CA | 2,695 | $138.5M | $5.3M |
| 2 | NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) NATIONAL CABLE SATELLITE CORP. (D/B/A C-SPAN) 403(B) PLAN | WASHINGTON DC | 181 | $114.0M | $2.9M |
| 3 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN |
MENLO PARK CA |
| 209 |
| $21.3M |
| $2.1M |
| 4 | INDIANA FURNITURE INDUSTRIES, INC. INDIANA FURNITURE COMPANIES EMPLOYEE 401(K) PLAN | JASPER IN | 322 | $18.5M | $1.8M |
| 5 | PURPOSE HOME HEALTH PURPOSE HOME HEALTH 401(K) PLAN | INDIANAPOLIS IN | 2,963 | $9.4M | $1.2M |
| 6 | HB WEALTH MANAGEMENT LLC HOMRICH BERG 401(K) PROFIT SHARING PLAN | ATLANTA GA | 224 | $45.7M | $659K |
| 7 | SIOUX CHIEF MANUFACTURING COMPANY, INC. SIOUX CHIEF 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 534 | $46.8M | $525K |
| 8 | GILLETTE AIR CONDITIONING GILLETTE AIR CONDITIONING PROFIT SHARING PLAN | SAN ANTONIO TX | 149 | $4.6M | $351K |
| 9 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $7K |
