Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fidelity investments Fidelity Freedom 2040 Fund in their Schedule of Assets, totaling $121.9M 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 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN | MIAMI FL | 43 | $171.0M | $14.4M |
| 2 | CHAMPION HOME BUILDERS, INC. CHAMPION HOME BUILDERS, INC. 401(K) SAVINGS PLAN | TROY MI | 8,644 | $164.1M | $10.1M |
| 3 | ROBBINS GELLER RUDMAN & DOWD LLP |
SAN DIEGO CA |
| 430 |
| $231.6M |
| $9.9M |
| 4 | ASICS AMERICA CORPORATION ASICS AMERICA CORPORATION RETIREMENT SAVINGS PLAN | IRVINE CA | 1,138 | $73.6M | $6.3M |
| 5 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $6.2M |
| 6 | COMPTIA COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION, INC. 401(K) PLAN | OAKBROOK TERRACE IL | 441 | $84.9M | $5.9M |
| 7 | SHARING NETWORK MANAGEMENT COMPANY, INC SHARING NETWORK MANAGEMENT COMPANY SAVINGS AND INVESTMENT PLAN | NEW PROVIDENCE NJ | 215 | $49.1M | $4.7M |
| 8 | COCKRELL INTERESTS LLC COCKRELL INTERESTS THRIFT PLAN | HOUSTON TX | 101 | $30.0M | $4.5M |
| 9 | NYX, INC. NYX, INC. & AFFILIATES 401(K) PLAN | PLYMOUTH MI | 3,251 | $50.8M | $4.5M |
| 10 | DELTA DENTAL OF NEW JERSEY, INC. DELTA DENTAL OF NEW JERSEY 401(K) AND PROFIT SHARING PLAN | PARSIPPANY NJ | 284 | $67.3M | $4.1M |