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 Premium Fund " in their Schedule of Assets, totaling $39.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CURRICULUM ASSOCIATES, LLC CURRICULUM ASSOCIATES 401(K) PLAN | NORTH BILLERICA MA | 2,445 | $263.7M | $29.1M |
| 2 | FABLETICS, INC. FABLETICS, INC. 401(K) PLAN | EL SEGUNDO CA | 2,777 | $73.1M | $5.6M |
| 3 | FN CELLARS, LLC FAR NIENTE WINE ESTATES 401(K) PLAN |
OAKVILLE CA |
| 236 |
| $22.4M |
| $3.0M |
| 4 | ORTHODONTIC PARTNERS, LLC ORTHODONTIC PARTNERS 401(K) PLAN | GRAND RAPIDS MI | 768 | $22.0M | $1.7M |
