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 Index 2040 Fund - Institutional Premium Class N/R in their Schedule of Assets, totaling $3.9M 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 | STERLING METS, L.P. NEW YORK METS EMPLOYEE SAVINGS PLAN | FLUSHING NY | 544 | $47.8M | $3.9M |
