Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s * Fidelity Investments Fidelity Freedom Index 2040 Fund IPR in their Schedule of Assets, totaling $1.4M 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, LTD. THE JAY GROUP, LTD. RETIREMENT SAVINGS PLAN | ROCKY MOUNT NC | 155 | $4.8M | $1.4M |
