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 Ipr in their Schedule of Assets, totaling $16.6M 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 | ULSE INC. ULSE AND ULRI FINANCIAL SECURITY PLAN | EVANSTON IL | 409 | $63.5M | $4.8M |
| 2 | PUBLISHERS CIRCULATION FULFILLMENT, INC. PUBLISHERS CIRCULATION FULFILLMENT, INC. RETIREMENT PLAN | HUNT VALLEY MD | 156 | $26.8M | $3.3M |
| 3 | DALB, INC. DALB, INC. 401(K) PROFIT SHARING PLAN |
KEARNEYSVILLE WV |
| 176 |
| $12.5M |
| $1.9M |
| 4 | INSIGHT REGROUP HOLDINGS, INC. INSIGHT REGROUP HOLDINGS, INC. 401(K) PLAN | MT. LAUREL NJ | 454 | $16.8M | $1.8M |
| 5 | BHS CORRUGATED - NORTH AMERICA, INC. BHS CORRUGATED-NORTH AMERICA, INC. 401 (K) SAVINGS PLAN | KNOXVILLE TN | 340 | $35.7M | $1.5M |
| 6 | IDENTIV, INC. IDENTIV 401(K) PLAN | SANTA ANA CA | 19 | $7.1M | $1.5M |
| 7 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $913K |
| 8 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $377K |
| 9 | BUILDERS, INC. BUILDERS, INC. PROFIT SHARING PLAN | WICHITA KS | 217 | $14.9M | $302K |
| 10 | INNOVATION GROUP NORTH AMERICA, INC. THE INNOVATION GROUP 401(K) PLAN | SCHAUMBURG IL | 130 | $5.4M | $195K |
