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 Investor Mutual funds N/A in their Schedule of Assets, totaling $2.0M 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 | BOISE SALES CO. DBA HAYDEN BEVERAGE COMPANY HAYDEN BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | BOISE ID | 610 | $16.2M | $1.4M |
| 2 | WESCOM, INC. WESCOM, INC. 401(K) P/S PLAN | DULUTH MN | 256 | $8.1M | $565K |
