Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Institutional Services Company Fidelity Freedom 2040 Fund in their Schedule of Assets, totaling $826K 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 | DAVLYN MANUFACTURING CO., LLC THE DAVLYN GROUP 401(K) PENSION PLAN | SPRING CITY PA | 184 | $11.8M | $826K |
