Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FRDM BLND 2040 Q in their Schedule of Assets, totaling $35.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MATSON, INC. MATSON, INC. MASTER TRUST | WALNUT CREEK CA | — | $392.5M | $18.3M |
| 2 | ALTIUM PACKAGING LP ALTIUM PACKAGING 401(K) PLAN | ATLANTA GA | 3,342 | $159.8M | $10.6M |
| 3 | BOSTON PARTNERS GLOBAL INVESTORS, INC. BOSTON PARTNERS RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 187 |
| $144.3M |
| $2.2M |
| 4 | RESIN SOLUTIONS, LLC RESIN SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN | EXTON PA | 62 | $26.7M | $2.2M |
| 5 | DIAMOND FOODS, LLC DIAMOND FOODS, LLC 401(K) PLAN | STOCKTON CA | 127 | $28.3M | $1.7M |
| 6 | ALTIUM PACKAGING LP ALTIUM PACKAGING LP RETIREMENT READINESS 401K PLAN | ATLANTA GA | 219 | $9.0M | $401K |
| 7 | DIAMOND MFG DIAMOND MANUFACTURING 401(K) PLAN | STOCKTON CA | 345 | $5.4M | $297K |
