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 Mutual funds in their Schedule of Assets, totaling $9.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK INC. SCHOLAR ROCK 401(K) PLAN | CAMBRIDGE MA | 183 | $22.8M | $4.9M |
| 2 | DOREL JUVENILE GROUP, INC. THE DOREL JUVENILE GROUP, INC. THRIFT AND SAVINGS PLAN FOR COLUMBUS BARGAINING UNIT EMPLOYEES | COLUMBUS IN | 339 | $14.3M | $1.7M |
| 3 | THE HARFORD MUTUAL INSURANCE COMPANY |
BEL AIR MD |
| 265 |
| $59.8M |
| $1.3M |
| 4 | SERAN BIOSCIENCE, LLC SERAN BIOSCIENCE 401(K) PLAN | BEND OR | 183 | $9.0M | $703K |
| 5 | MINDFUL HEALTH SOLUTIONS MHS-TMS 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 300 | $14.2M | $489K |
| 6 | NPSG GLOBAL, LLC NPSG GLOBAL, LLC 401(K) PLAN | MARIETTA GA | 468 | $8.0M | $409K |
