Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Freedom Index 2040 Premier Fidelity 0 in their Schedule of Assets, totaling $2.2M 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 | STERLING BANK & TRUST FSB STERLING BANK & TRUST 401(K) PLAN | SOUTHFILED MI | 223 | $29.0M | $1.2M |
| 2 | CRRC MA CORPORATION CRRC MA 401(K) PLAN | QUINCY MA | 204 | $10.6M | $828K |
| 3 | UNITED 401(K) PLANS, INC. DBA ELEVATE401(K) UNA'S NONPROFIT RETIREMENT SOLUTION |
SALT LAKE CITY UT |
| 269 |
| $2.3M |
| $175K |
