Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fidelity investments Fidelity freedom index 2040 fund # in their Schedule of Assets, totaling $380.6M 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 | CDW LLC CDW COWORKERS' PROFIT SHARING PLAN | VERNON HILLS IL | 11,353 | $2.3B | $213.4M |
| 2 | NIAGARA BOTTLING, LLC NIAGARA WATER RETIREMENT PLAN | DIAMOND BAR CA | 7,947 | $272.3M | $26.2M |
| 3 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN |
NEW YORK NY |
| 14,142 |
| $182.4M |
| $17.8M |
| 4 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $15.4M |
| 5 | HUDSON HEADWATERS HEALTH NETWORK HUDSON HEADWATERS HEALTH NETWORK RETIREMENT SAVINGS PLAN | QUEENSBURY NY | 1,070 | $115.2M | $9.5M |
| 6 | FREEPORT LNG DEVELOPMENT, L.P. FREEPORT LNG 401(K) PLAN | HOUSTON TX | 541 | $113.2M | $8.0M |
| 7 | HUDSON PACIFIC PROPERTIES, LP HUDSON PACIFIC PROPERTIES 401(K) PLAN | LOS ANGELES CA | 318 | $59.7M | $6.2M |
| 8 | CRESTLINE HOTELS & RESORTS, LLC CRESTLINE HOTELS & RESORTS, LLC RETIREMENT AND SAVINGS PLAN | FAIRFAX VA | 5,320 | $66.7M | $6.1M |
| 9 | BALBOA NEPHROLOGY MEDICAL GROUP, INC. BALBOA NEPHROLOGY MEDICAL GROUP, INC. PROFIT-SHARING PLAN | LA JOLLA CA | 171 | $45.3M | $6.1M |
| 10 | KELSO INDUSTRIES, LLC KELSO INDUSTRIES, LLC 401(K) PLAN | DRAPER UT | 2,103 | $36.9M | $5.6M |
