Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Freedom Index 2040 IPR in their Schedule of Assets, totaling $51.6M 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 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $18.3M |
| 2 | OERLIKON USA HOLDING, INC. OERLIKON USA 401(K) PLAN | WESTBURY NY | 1,240 | $219.7M | $13.5M |
| 3 | INDUSTRIAL ECONOMICS INCORPORATED IEC RETIREMENT PLAN |
CAMBRIDGE MA |
| 63 |
| $71.2M |
| $7.0M |
| 4 | OFS FITEL, LLC OFS NON-REPRESENTED 401(K) PLAN | NORCROSS GA | 960 | $212.9M | $5.1M |
| 5 | YOKOHAMA INDUSTRIES AMERICAS, INC. YOKOHAMA INDUSTRIES AMERICAS INC. PROFIT SHARING & 401(K) PLAN | VERSAILLES KY | 936 | $36.3M | $2.9M |
| 6 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $2.0M |
| 7 | K2 SERVICES LLC K2 SERVICES LLC 401(K) PLAN | CHICAGO IL | 437 | $25.9M | $1.6M |
| 8 | INDUSTRIAL ECONOMICS INCORPORATED IEC EMPLOYEE SAVINGS PLAN | CAMBRIDGE MA | 133 | $11.8M | $750K |
| 9 | STANDARD LABORATORIES, INC. EMPLOYEES' SAVINGS PLAN OF STANDARD LABORATORIES, INC. | SCOTT DEPOT WV | 351 | $13.0M | $401K |
