Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Fidelity Management Trust Company Fidelity Advisor Freedom 2040 Fund in their Schedule of Assets, totaling $1.2M 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 | THE JAY GROUP THE JAY GROUP RETIREMENT PLAN | LANCASTER PA | 243 | $4.1M | $1.2M |
