Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s * Fidelity Investments Freedom 2040 Fund in their Schedule of Assets, totaling $4.0M 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 | ROBROY INDUSTRIES, INC. ROBROY INDUSTRIES, INC. 401(K) SAVINGS PLAN | VERONA PA | 270 | $27.9M | $4.0M |
