Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2040 N/R in their Schedule of Assets, totaling $11.8M 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 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN | PLANO TX | 946 | $77.0M | $6.3M |
| 2 | CENTERLINE COMMUNICATIONS LLC CENTERLINE COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | WEST BRIDGEWATER MA | 1,121 | $59.8M | $5.5M |
