Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Institutional Premium Class * Fidelity Fidelity Freedom Index 2040 Fund N/R in their Schedule of Assets, totaling $735K 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 | ENERGAGE, LLC ENERGAGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | EXTON PA | 136 | $10.9M | $735K |
