Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies Mutual funds * Fidelity FID FREEDOM 2040 in their Schedule of Assets, totaling $43.1M 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 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 401(A) RETIREMENT PLAN | PRINCETON NJ | 4,620 | $593.1M | $43.1M |
