Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Freedom Index 2040 IPR Registered investment company in their Schedule of Assets, totaling $8.6M 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 | ARCH HEALTH PARTNERS ARCH HEALTH PARTNERS 401(K) PLAN | POWAY CA | 549 | $26.3M | $2.9M |
| 2 | EDNETICS INCORPORATED EDNETICS 401(K) PLAN | POST FALLS ID | 121 | $18.0M | $2.8M |
| 3 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN |
MODESTO CA |
| 316 |
| $17.2M |
| $1.6M |
| 4 | HAWKINS ASH CPAS, LLP HAWKINS ASH CPAS, LLP RETIREMENT PLAN | LA CROSSE WI | 215 | $34.1M | $1.3M |
