Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Freedom Index 2040 Registered investment company in their Schedule of Assets, totaling $43.4M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $25.9M |
| 2 | RESOLUTION ECONOMICS, LLC RESOLUTION ECONOMICS, LLC 401(K) PLAN | LOS ANGELES CA | 269 | $29.5M | $3.8M |
| 3 | BUYERS EDGE PLATFORM OPCO, LLC BUYERS EDGE PLATFORM 401(K) PLAN |
WALTHAM MA |
| 994 |
| $69.6M |
| $3.2M |
| 4 | ONEGLOBE LLC ONEGLOBE LLC 401(K) PLAN | RESTON VA | 90 | $10.6M | $3.1M |
| 5 | MOTION AND FLOW CONTROL PRODUCTS, INC. MOTION AND FLOW CONTROL PRODUCTS, INC. 401(K) PLAN | LITTLETON CO | 597 | $43.0M | $2.6M |
| 6 | WILO USA LLC WILO USA LLC RETIREMENT PLAN | CEDARBURG WI | 451 | $30.9M | $2.4M |
| 7 | KENSING, LLC KENSING, LLC 401(K) PLAN | KANKAKEE IL | 223 | $21.5M | $1.7M |
| 8 | OUTRIDER TECHNOLOGIES, INC. OUTRIDER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BRIGHTON CO | 125 | $7.3M | $659K |
| 9 | MEUNDIES INC MEUNDIES 401(K) PLAN | LOS ANGELES CA | 59 | $3.6M | $36K |
