Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Freedom Index 2040 Investment 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | E.T. WHITEHALL SANTA MONICA PARTNERS, L.P. ETC HOTELS 401(K) PLAN | BEVERLY HILLS CA | 564 | $31.6M | $3.7M |
