Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Blend 2040 PR in their Schedule of Assets, totaling $926.9M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $813.5M |
| 2 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN | SACRAMENTO CA | 13,396 | $864.9M | $103.9M |
| 3 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN |
| 2,552 |
| $179.6M |
| $9.5M |
| 4 | SUTTER VNA AND HOSPICE SUTTER VNA AND HOSPICE RETIREMENT PLAN | SACRAMENTO CA | 13 | $2.7M | $115K |
