Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom 2040 N/R in their Schedule of Assets, totaling $486K 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 | THE DOE FUND, INC. THE DOE FUND, INC. 401(K) PLAN | NEW YORK NY | 485 | $13.8M | $486K |
