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 Index 2040 Fund - Investor Class in their Schedule of Assets, totaling $1.2M 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 | REV UP BRANDS, LLC REV UP BRANDS 401(K) PLAN | NILES IL | 114 | $4.6M | $626K |
| 2 | CREATIVE WERKS LLC CREATIVE WERKS LLC RETIREMENT PLAN | ELK GROVE VILLAGE IL | 326 | $14.5M | $592K |
