Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Freedom Index 2040 Premium in their Schedule of Assets, totaling $1.9M 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 | TZERO GROUP, INC. TZERO GROUP, INC. 401(K) PLAN | SALT LAKE CITY UT | 64 | $13.2M | $1.9M |
