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 Instl Prem Mutual funds in their Schedule of Assets, totaling $31.5M 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 | EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACE CRATE & BARREL HOLDINGS, INC. RETIREMENT SAVINGS PLAN | NORTHBROOK IL | 7,357 | $343.4M | $13.2M |
| 2 | LAFONTAINE MOTORS, INC. LAFONTAINE MOTORS 401(K) PLAN | HIGHLAND MI | 2,081 | $58.2M | $7.2M |
| 3 | APPLIED MEDICAL RESOURCES CORP. |
RSM CA |
| 3,683 |
| $226.7M |
| $5.9M |
| 4 | AMERICAN RETAIL CORPORATION WATSON'S OF CINCINNATI PROFIT SHARING 401(K) PLAN | CINCINNATI OH | 257 | $13.7M | $2.1M |
| 5 | T2S LLC T2S LLC 401(K) PROFIT SHARING PLAN & TRUST | BELCAMP MA | 237 | $15.2M | $1.7M |
| 6 | PENTA GROUP, LLC PENTA GROUP 401(K) PLAN | WASHINGTON DC | 196 | $10.9M | $903K |
| 7 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $399K |
| 8 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $98K |
| 9 | MEDSPEED, LLC MEDSPEED, LLC 401(K) PROFIT SHARING PLAN & TRUST | ELMHURST IL | 2,945 | $12.1M | $42K |
