Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID FRDM BLD 2040 K6 Registered Investment Company in their Schedule of Assets, totaling $5.2M 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 | TEPA, LLC TEPA, LLC 401(K) RETIREMENT PLAN | KANSAS CITY MO | 503 | $30.0M | $2.7M |
| 2 | BID GROUP HOLDINGS (US) INC. BID GROUP HOLDINGS (US) INC. 401(K) PLAN | SAINT GEORGE SC | 883 | $28.5M | $2.5M |
