Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2040 Fund Premier Class in their Schedule of Assets, totaling $5.0M 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 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN | DENVER CO | 2,010 | $85.8M | $3.9M |
| 2 | BLUE-WHITE INDUSTRIES LTD BLUE-WHITE INDUSTRIES RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH CA | 153 | $13.8M | $661K |
| 3 | CENTURY INTERACTIVE COMPANY, LC CENTURY INTERACTIVE COMPANY, LC 401(K) PLAN |
DALLAS TX |
| 162 |
| $7.9M |
| $272K |
| 4 | BANYAN MEDICAL SYSTEMS, INC. BANYAN MEDICAL SYSTEMS, INC. 401(K) PLAN | OMAHA NE | 420 | $2.6M | $205K |
