Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments, Inc. Freedom 2040 Fund IPR # in their Schedule of Assets, totaling $2.7M 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 | TRANSCENDIA, INC. TRANSCENDIA, INC. 401(K) AND PROFIT SHARING PLAN | FRANKLIN PARK IL | 687 | $51.5M | $2.7M |
