Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity Freedom Index 2040 in their Schedule of Assets, totaling $111.7M 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 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 51,410 | $838.9M | $61.6M |
| 2 | ACOSTA, INC. ACOSTA, INC. 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 21,135 | $651.5M | $41.9M |
| 3 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN |
EXTON PA |
| 285 |
| $85.1M |
| $4.5M |
| 4 | SUN MECHANICAL CONTRACTING, INC. SUN MECHANICAL CONTRACTING, INC. 401(K) RETIREMENT PLAN | TUCSON AZ | 409 | $9.8M | $1.9M |
| 5 | INKTEL HOLDINGS, LLC INKTEL 401(K) PLAN | DORAL FL | 651 | $8.3M | $1.8M |
