Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s * Fidelity Freedom 2040 Fund in their Schedule of Assets, totaling $55.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AIR METHODS LLC AIR METHODS CORPORATION 401(K) PLAN | GREENWOOD VILLAGE CO | 4,913 | $633.9M | $45.1M |
| 2 | LIBERTY COMMUNICATIONS OF PUERTO RICO LLC LIBERTY PR MOBILITY 401K SAVINGS PLAN | DENVER CO | 968 | $52.6M | $8.6M |
| 3 | JAMES BAKER GROUP INC JAMES BAKER GROUP, INC. 401(K) PLAN |
OKLAHOMA CITY OK |
| 115 |
| $74.2M |
| $1.9M |
