Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fid Freedom 2040 in their Schedule of Assets, totaling $4.6M 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 | SUMMIT INTERCONNECT, INC. SUMMIT 401(K) PLAN | ANAHEIM CA | 1,049 | $23.7M | $2.2M |
| 2 | TENNESSEE AQUARIUM TENNESSEE AQUARIUM RETIREMENT PLAN | CHATTANOOGA TN | 343 | $33.3M | $2.2M |
| 3 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 853 |
| $139.5M |
| $243K |
