Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Research Company Fidelity Freedom 2040 in their Schedule of Assets, totaling $14.4M 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 | APELLA HEALTH MANAGEMENT, INC. APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 7,010 | $167.6M | $14.0M |
| 2 | HARTMANN USA, INC. HARTMANN USA, INC. 401(K) RETIREMENT PLAN | ROCK HILL SC | 104 | $14.0M | $337K |
