Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Freedom Index 2040 Investor Fund " in their Schedule of Assets, totaling $7.9M 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 | BAUER HOCKEY, LLC PEAK ACHIEVEMENT ATHLETICS 401(K) RETIREMENT PLAN | EXETER NH | 354 | $48.8M | $4.1M |
| 2 | ROBOTIC RESEARCH OPCO, LLC ROBOTIC RESEARCH 401(K) PLAN | CLARKSBURG MD | 276 | $30.3M | $1.6M |
| 3 | APPFIRE TECHNOLOGIES, LLC APPFIRE TECHNOLOGIES, LLC 401(K) PLAN |
BURLINGTON MA |
| 188 |
| $11.6M |
| $764K |
| 4 | BECKER & POLIAKOFF, P.A. BECKER & POLIAKOFF, P.A. 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 312 | $55.2M | $627K |
| 5 | AVANTIC LODGING ENTERPRISES INC. AVANTIC LODGING ENTERPRISES INC. 401(K) PLAN | WICHITA KS | 504 | $3.6M | $487K |
| 6 | CAROLINA COMFORT AIR, INC. CAROLINA COMFORT AIR 401(K) PLAN | CLAYTON NC | 253 | $2.6M | $286K |
