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 Freedom Index 2040 IPR in their Schedule of Assets, totaling $2.4M 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 | EPIPHANY BUSINESS SERVICES, LLC EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,220 | $37.7M | $2.4M |
