Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding 2040 Fund - Class K * Fidelity Investments Registered Investment Company Fidelity Freedom in their Schedule of Assets, totaling $5.6M 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 | BOZZUTO'S, INC. BOZZUTO'S, INC. 401(K) PLAN | CHESHIRE CT | 1,692 | $95.1M | $5.0M |
| 2 | BOZZUTO'S, INC. BOZZUTO'S, INC. CORPORATE STORES 401(K) PLAN | CHESHIRE CT | 878 | $12.8M | $626K |
