Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Institutional Asset Management Trust Company Freedom Index 2040 Fund in their Schedule of Assets, totaling $14.1M 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 | ANALEX CORPORATION DBA ARCFIELD ARCFIELD CORPORATION 401(K) PLAN | CHANTILLY VA | 2,217 | $285.0M | $14.1M |
