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 Premier Fund Mutual fund in their Schedule of Assets, totaling $16.9M 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 | COBLENTZ PATCH DUFFY & BASS LLP COBLENTZ PATCH DUFFY & BASS LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 155 | $105.4M | $9.4M |
| 2 | OPENDOOR LABS INC. OPENDOOR LABS INC. 401(K) PROFIT SHARING PLAN | TEMPE AZ | 1,130 | $67.5M | $4.5M |
| 3 | DYNE THERAPEUTICS, INC. DYNE THERAPEUTICS 401(K) PLAN |
WALTHAM MA |
| 188 |
| $12.3M |
| $1.8M |
| 4 | ALPHASENSE, INC. ALPHASENSE, INC. 401(K) PLAN | NEW YORK NY | 687 | $37.0M | $1.2M |
