Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding Fid Freedom 2040 K Mutual fund - in their Schedule of Assets, totaling $231.3M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $74.9M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $35.2M |
| 3 | EGON ZEHNDER INTERNATIONAL INC. |
NEW YORK NY |
| 443 |
| $158.9M |
| $16.5M |
| 4 | SIERRA-CEDAR COMPANIES, LLC SIERRA-CEDAR COMPANIES, LLC 401(K) PLAN | ALPHARETTA GA | 409 | $298.1M | $10.7M |
| 5 | WNET AND SUBSIDIARIES TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 364 | $167.3M | $10.3M |
| 6 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $7.2M |
| 7 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $5.5M |
| 8 | BERNARDS BROS. INC. BERNARDS BROS. INC. 401(K) PROFIT SHARING PLAN | SAN FERNANDO CA | 352 | $58.6M | $5.2M |
| 9 | MCWANE, INC. MCWANE HOURLY 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 2,230 | $51.0M | $4.9M |
| 10 | TEXAS MEDICAL ASSOCIATION TEXAS MEDICAL ASSOCIATION EMPLOYEES 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $62.4M | $4.8M |
