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 IPR in their Schedule of Assets, totaling $6.3M 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 | EXP WORLD HOLDINGS, INC. EXP 401(K) PLAN | BELLINGHAM WA | 1,488 | $51.8M | $5.1M |
| 2 | PLATEAU SOFTWARE, INC. DBA PLATEAU GRP PLATEAU SOFTWARE INC. 401(K) | FAIRFAX VA | 232 | $8.2M | $1.2M |
