Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Freedom Index 2040 Investor Mutual fund in their Schedule of Assets, totaling $36.8M 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 | BILL HOLDINGS, INC. BILL 401(K) PLAN | SAN JOSE CA | 2,348 | $143.4M | $9.3M |
| 2 | BILL.COM, LLC BILL.COM, LLC 401(K) PLAN | SAN JOSE CA | 2,398 | $63.3M | $5.5M |
| 3 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN | AUSTIN TX |
| 1,575 |
| $42.3M |
| $4.9M |
| 4 | BUSCH GROUP, LLC THE BUSCH GROUP 401(K) PLAN | IRVINE CA | 3,155 | $32.7M | $3.4M |
| 5 | BLACKSKY HOLDINGS, INC. BLACKSKY HOLDINGS, INC. | HERNDON VA | 322 | $31.9M | $2.2M |
| 6 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $2.2M |
| 7 | RAPT THERAPEUTICS, INC. RAPT THERAPEUTICS, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO CA | 70 | $12.6M | $1.6M |
| 8 | UNIWYO FEDERAL CREDIT UNION UNIWYO FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LARAMIE WY | 97 | $9.1M | $1.4M |
| 9 | COLLEGE NOW GREATER CLEVELAND INC. COLLEGE NOW GREATER CLEVELAND RETIREMENT PLAN | CLEVELAND OH | 260 | $12.4M | $924K |
| 10 | ELEVATE SERVICES, INC. ELEVATE SERVICES 401(K) PLAN | LOS ANGELES CA | 382 | $8.9M | $843K |
