Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Freedom Index 2040 Insurance Premium Fund in their Schedule of Assets, totaling $5.1M 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 | REDWOOD LOGISTICS, LLC REDWOOD LOGISTICS, LLC 401(K) PLAN | CHICAGO IL | 695 | $44.7M | $5.1M |
