Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Freedom Index 2040 IPR (i) in their Schedule of Assets, totaling $2.1M 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 | MAIN STREET CAPITAL CORPORATION MAIN STREET CAPITAL CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 107 | $27.5M | $1.6M |
| 2 | ADDVANTAGE TECHNOLOGIES GROUP, INC. ADDVANTAGE TECHNOLOGIES GROUP, INC. SAVINGS PLAN | CARROLLTON TX | 138 | $3.2M | $542K |
