Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Freedom Index 2040 Inv. Mutual Fund in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOUSING AUTHORITY RISK RETENTION GROUP INC HOUSING AUTHORITY RISK RETENTION GROUP 401K PLAN | CHESHIRE CT | 175 | $59.4M | $3.7M |
| 2 | SIEBERT FINANCIAL CORP. SIEBERT FINANCIAL CORP. 401(K) PLAN | MIAMI FL | 132 | $10.2M | $7K |
