Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Freedom Index 2040 Instl Prem - in their Schedule of Assets, totaling $854K 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 | CUTTERS, INC. CUTTERS, INC. PROFIT SHARING AND 401(K) PLAN | CHICAGO IL | 100 | $23.7M | $659K |
| 2 | M1 HOLDINGS INC. M1 HOLDINGS INC. 401(K) PLAN | CHICAGO IL | 108 | $10.7M | $196K |
