Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2040 Fund N/R in their Schedule of Assets, totaling $54.7M 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 | GIVAUDAN FRAGRANCES CORPORATION GIVAUDAN'S 401(K) RETIREMENT SAVINGS PLAN | EAST HANOVER NJ | 2,670 | $725.4M | $38.6M |
| 2 | AKUMIN INC. AKUMIN 401(K) PLAN | PLANTATION FL | 3,310 | $163.5M | $15.3M |
| 3 | KYYBA, INC. KYYBA, INC. 401(K) PLAN | FARMINGTON HILLS |
| 111 |
| $8.8M |
| $752K |
