Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Institutional FID FREEDOM 2040 K in their Schedule of Assets, totaling $595K 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 | CG INFINITY, INC. CG INFINITY, INC 401(K) PLAN | PLANO TX | 102 | $10.4M | $595K |
