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 Premier Fund " in their Schedule of Assets, totaling $32.7M 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 | ALLEGRO MICROSYSTEMS ALLEGRO MICROSYSTEMS, LLC EMPLOYEES' RETIREMENT SAVINGS PLAN | MANCHESTER NH | 629 | $251.8M | $13.3M |
| 2 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $6.0M |
| 3 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE |
PALM BEACH GARDENS FL |
| 3,005 |
| $132.3M |
| $5.7M |
| 4 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN | JEFFERSON CITY MO | 2,356 | $83.3M | $2.8M |
| 5 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $2.5M |
| 6 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $2.0M |
| 7 | PLEASANTS CONSTRUCTION, INC THE PLEASANT COMPANIES 401(K) PLAN AND TRUST | CLARKSBURG MD | 762 | $24.2M | $412K |
