Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2040 Instl Prem in their Schedule of Assets, totaling $25.4M 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 | SAVATREE, LLC SAVATREE, LLC | BEDFORD HILLS NY | 2,877 | $81.5M | $8.7M |
| 2 | ASCENDIS PHARMA, INC. ASCENDIS PHARMA 401(K) PLAN | PALO ALTO CA | 294 | $37.9M | $3.5M |
| 3 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS |
| 189 |
| $34.1M |
| $3.4M |
| 4 | TITAN INTERNATIONAL, INC. TITAN INTERNATIONAL, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | QUINCY IL | 1,360 | $106.2M | $3.1M |
| 5 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $2.5M |
| 6 | H CODE MEDIA, INC. H CODE MEDIA 401(K) PLAN | SANTA MONICA CA | 160 | $15.8M | $2.1M |
| 7 | TITAN INTERNATIONAL, INC. TITAN TIRE CORPORATION SAVINGS PLAN | QUINCY IL | 633 | $22.0M | $688K |
| 8 | PANTHERX SPECIALTY, LLC PANTHERX SPECIALTY, LLC 401(K) PLAN | PITTSBURGH PA | 638 | $16.8M | $563K |
| 9 | MEDELY, INC. MEDELY 401(K) PLAN | LOS ANGELES CA | 195 | $8.0M | $487K |
| 10 | MECKLEYS LIMESTONE PRODUCTS, INC MECKLEY'S LIMESTONE, INC. 401(K) PROFIT SHARING PLAN | MIFFLINBURG PA | 142 | $9.5M | $451K |
