Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investor Class * Fidelity Investments Fidelity Freedom Index 2040 Fund N/R in their Schedule of Assets, totaling $6.5M 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 | TVG NP HOMECARE ACQUISITION, INC. D/B/A VITALCARING GROUP VITALCARING GROUP 401(K) PLAN | DALLAS TX | 3,093 | $27.6M | $3.4M |
| 2 | O9 SOLUTIONS, INC. O9 SOLUTIONS 401(K) PLAN | DALLAS TX | 466 | $32.5M | $2.4M |
| 3 | NORWEX USA INC. NORWEX USA INC. 401(K) PLAN |
COPPELL TX |
| 159 |
| $11.0M |
| $727K |
