Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2040 Fund Institutional in their Schedule of Assets, totaling $5.6M 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 | DAVERSA PARTNERS, INC. DAVERSA PARTNERS, INC. 401(K) PROFIT SHARING PLAN | WESTPORT CT | 150 | $32.2M | $3.3M |
| 2 | SYCOMP, A TECHNOLOGY COMPANY, INC. SYCOMP INC. 401(K) PLAN | BURLINGAME CA | 193 | $22.6M | $2.3M |
