Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Registered Investment Company Fidelity Frdm Idx 2040 Fd 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 | OLLION, INC. OLLION 401(K) PLAN | LIBERTY LAKE WA | 112 | $12.6M | $1.9M |
