Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Freedom Index 2040 Premier Fund " in their Schedule of Assets, totaling $19.0M 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 | ORTHOTENNESSEE, P.C. ORTHOTENNESSEE 401(K) PLAN | KNOXVILLE TN | 765 | $153.3M | $6.0M |
| 2 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $5.7M |
| 3 | FARMER HOLDING COMPANY, INC. MISSOURI AGGREGATES 401(K) PLAN |
JEFFERSON CITY MO |
| 2,356 |
| $83.3M |
| $2.8M |
| 4 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $2.5M |
| 5 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $2.0M |
