Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Fidelity Investments Freedom Index 2040 Fund - in their Schedule of Assets, totaling $70.0M 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 | ISCO INDUSTRIES, INC. ISCO INDUSTRIES INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 744 | $90.6M | $12.0M |
| 2 | GOWAN COMPANY, LLC GOWAN GROUP 401(K) PROFIT SHARING PLAN | YUMA AZ | 891 | $91.6M | $8.5M |
| 3 | BLACKSTONE IMC HOLDINGS - Q L.L.C BLACKSTONE IMC HOLDINGS Q L.L.C. 401(K) PLAN |
LAS VEGAS NV |
| 419 |
| $66.7M |
| $8.3M |
| 4 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $6.7M |
| 5 | ES OPCO USA LLC VESERIS 401(K) SAVINGS PLAN | AUSTIN TX | 380 | $56.9M | $4.5M |
| 6 | ARKANSAS HEART HOSPITAL, LLC ARKANSAS HEART HOSPITAL 401(K) PLAN | LITTLE ROCK AR | 1,365 | $60.1M | $3.4M |
| 7 | VEROS TECHNOLOGIES, LLC VEROS TECHNOLOGIES, LLC 401(K) PLAN | RESTON VA | 124 | $18.6M | $2.9M |
| 8 | S1L, INC. S1L, INC. 401(K) PLAN | SAN DIEGO CA | 558 | $18.6M | $2.7M |
| 9 | BIRDSALL VOSS & ASSC, INC. BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | MILWAUKEE WI | 154 | $31.3M | $2.6M |
| 10 | MICKEY TRUCK BODIES, INC. MICKEY TRUCK BODIES, INC. 401(K) PLAN | HIGH POINT NC | 482 | $21.6M | $2.6M |
