Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Premium Class * Fidelity Freedom Index 2040 Fund Institutional N/R 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 | MIDWEST RECYCLED & COATED CONTAINERBOARD MILL, LLC MRCC 401(K) PLAN | COMBINED LOCKS WI | 301 | $17.0M | $1.2M |
| 2 | ACCUSERVE SOLUTIONS, INC. ACCUSERVE SOLUTIONS, INC. RETIREMENT PLAN | SPRINGFIELD OH | 500 | $7.2M | $733K |
