Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2040 Ins Pre in their Schedule of Assets, totaling $891K 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 | FISHERBROYLES, LLP FISHERBROYLES, LLP 401(K) PLAN | ATLANTA GA | 306 | $15.1M | $891K |
