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 in their Schedule of Assets, totaling $348K 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 | TEND DENTAL, INC TEND DENTAL, INC 401(K) PLAN | NASHVILLE TN | 700 | $12.4M | $348K |
