Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Freedom Index 2040 IPR Fund " in their Schedule of Assets, totaling $64.4M 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 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 1,848 | $371.1M | $30.2M |
| 2 | AMERICAN CHEMICAL SOCIETY AMERICAN CHEMICAL SOCIETY ERISA 403(B) PLAN | WASHINGTON DC | 1,852 | $404.7M | $27.2M |
| 3 | BLUEVOYANT MANAGEMENT LLC |
NEW YORK NY |
| 503 |
| $42.2M |
| $2.8M |
| 4 | CALM.COM INC. CALM.COM, INC. 401(K) PLAN | SAN FRANCISCO CA | 290 | $29.0M | $2.6M |
| 5 | ACE ENDICO CORP. ACE ENDICO CORP. 401(K) PLAN | BREWSTER NY | 707 | $33.5M | $1.1M |
| 6 | PAX LABS, INC PAX LABS, INC. 401K PLAN | SAN FRANCISCO CA | 109 | $5.8M | $373K |
| 7 | ABBYSON LIVING, LLC ABBYSON LIVING 401(K) PLAN | WOODLAND HILLS CA | 76 | $3.5M | $63K |
