Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2040 Fund N/R in their Schedule of Assets, totaling $10.4M 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 | QB JV HOLDINGS, LLC NEW YORK METS EMPLOYEE SAVINGS PLAN | FLUSHING NY | 591 | $73.7M | $7.4M |
| 2 | RENK AMERICA LLC RENK AMERICA RETIREMENT SAVINGS PLAN | MUSKEGON MI | 408 | $33.3M | $2.1M |
| 3 | REEL FX, INC. REEL FX 401(K) AND PROFIT SHARING PLAN |
DALLAS TX |
| 61 |
| $21.6M |
| $885K |
