Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Freedom Index 2040 Instl Prem Mutual fund - in their Schedule of Assets, totaling $135.2M 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 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $68.9M |
| 2 | PRECISELY SOFTWARE INCORPORATED PRECISELY SOFTWARE INCORPORATED 401(K) PLAN | BURLINGTON MA | 1,179 | $329.4M | $21.1M |
| 3 | ZELIS HEALTHCARE, LLC ZELIS HEALTHCARE 401(K) RETIREMENT PLAN |
MORRISTOWN NJ |
| 2,385 |
| $172.2M |
| $14.5M |
| 4 | E-TECHNOLOGIES GROUP, INC. E-TECH 401(K) PLAN | WEST CHESTER OH | 574 | $79.3M | $5.9M |
| 5 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $4.0M |
| 6 | ABHE & SVOBODA, INC. ABHE & SVOBODA, INC. 401(K) PROFIT SHARING PLAN | JORDAN MN | 102 | $28.6M | $2.2M |
| 7 | UNCHAINED LABS LLC UNCHAINED LABS RETIREMENT SAVINGS PLAN | PLEASANTON CA | 154 | $22.0M | $1.8M |
| 8 | A.C.T. LIGHTING, INC. A.C.T. LIGHTING, INC. 401(K) RETIREMENT SAVINGS PLAN | HACKENSACK NJ | 198 | $13.8M | $1.6M |
| 9 | MXR IMAGING, INC. MXR IMAGING, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 413 | $40.0M | $1.5M |
| 10 | WITRON INTEGRATED LOGISTICS, INC. WITRON INTEGRATED LOGISTICS, INC. 401(K) PLAN | ARLINGTON HEIGHTS IL | 1,070 | $24.2M | $1.4M |
