Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Fidelity Freedom Index 2040 Instl Prem - in their Schedule of Assets, totaling $133.8M 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 | ASPIRUS, INC. ASPIRUS, INC. RETIREMENT PLAN | WAUSAU WI | 10,454 | $893.4M | $64.7M |
| 2 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $9.9M |
| 3 | PROPETRO SERVICES, INC. PROPETRO SERVICES, INC. 401(K) PLAN |
| 2,262 |
| $57.4M |
| $5.6M |
| 4 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $4.7M |
| 5 | LEAFFILTER NORTH, LLC LEAFHOME 401(K) PLAN | HUDSON OH | 2,715 | $44.7M | $3.6M |
| 6 | GREENLEAF FOODS, SPC GREENLEAF FOODS, SPC 401(K) PLAN | LISLE IL | 328 | $25.1M | $3.1M |
| 7 | SUMO LOGIC, INC. SUMO LOGIC, INC. RETIREMENT SAVINGS PLAN | REDWOOD CITY CA | 479 | $46.8M | $2.8M |
| 8 | CELERO COMMERCE LLC CELERO COMMERCE 401(K) PLAN | BRENTWOOD TN | 309 | $17.7M | $2.6M |
| 9 | ASPIRE LIVING & LEARNING, INC. ASPIRE LIVING & LEARNING, INC. 403(B) PLAN | BARRE VT | 1,080 | $27.8M | $2.6M |
| 10 | PENASCOLA CHRISTIAN COLLEGE, INC. PENSACOLA CHRISTIAN COLLEGE, INC. 401(K) RETIREMENT PLAN | PENSACOLA FL | 1,186 | $96.0M | $2.5M |
