Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments.............. Fidelity Freedom Index 2040 Fund - Investor Class in their Schedule of Assets, totaling $44.4M 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 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $25.2M |
| 2 | DICK BLICK HOLDINGS, INC. DICK BLICK PROFIT SHARING PLAN | HIGHLAND PARK IL | 1,683 | $102.1M | $8.8M |
| 3 | CALIFORNIA PIZZA KITCHEN, INC. CALIFORNIA PIZZA KITCHEN, INC. RETIREMENT SAVINGS PLAN |
COSTA MESA CA |
| 6,505 |
| $26.9M |
| $3.7M |
| 4 | TIBER CREEK CONSULTING, INC TIBER CREEK CONSULTING, INC 401(K) PLAN | FAIRFAX VA | 237 | $36.4M | $2.2M |
| 5 | VIDEOAMP, INC. VIDEOAMP 401(K) PLAN | LOS ANGELES CA | 291 | $35.4M | $1.8M |
| 6 | PREMIER TECH INC. PREMIER TECH 401(K) | WOODS CROSS UT | 352 | $23.5M | $1.5M |
| 7 | AERO THRUST HOLDINGS DBA IAERO GROUP IAERO GROUP 401K | GREENSBORO NC | 683 | $15.5M | $1.3M |
