Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID FREEDOM 2040 K Mutual funds in their Schedule of Assets, totaling $18.2M 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 | WNS NORTH AMERICA, INC. WNS NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,032 | $63.1M | $6.8M |
| 2 | CR EMPLOYMENT, LLC CANYON RANCH 401(K) AND PROFIT SHARING PLAN | FORT WORTH TX | 1,431 | $55.8M | $4.6M |
| 3 | AMERICAN MANAGEMENT ASSOCIATION AMERICAN MANAGEMENT ASSOCIATION SAVINGS & INVESTMENT PLAN |
NEW YORK NY |
| 127 |
| $76.5M |
| $2.7M |
| 4 | E80 GROUP INC ELETTRIC 80 INC. 401(K) PROFIT SHARING PLAN & TRUST | SKOKIE IL | 149 | $14.4M | $2.2M |
| 5 | MIDWEST EYE INSTITUTE, P.C. MIDWEST EYE INSTITUTE, P.C. 401(K) PLAN | CARMEL IN | 136 | $53.3M | $779K |
| 6 | GRANITE ASSOCIATES, L.P. GRANITE ASSOCIATES 401(K) PLAN | LIBERTY NY | 111 | $34.7M | $771K |
| 7 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $335K |
