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 Freedom 2040 Shares of Registered Investment Companies in their Schedule of Assets, totaling $2.0M 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 | DELTAK MANUFACTURING, INC. DELTAK MANUFACTURING, INC. 401(K) PLAN | HANOVER MA | 209 | $8.4M | $2.0M |
