Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fid Freedom 2040 K Registered investment company in their Schedule of Assets, totaling $188.7M 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 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN | BOSTON MA | 9,197 | $2.6B | $73.1M |
| 2 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $36.0M |
| 3 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN |
| 1,748 |
| $304.0M |
| $24.0M |
| 4 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $17.3M |
| 5 | ALPS ALPINE ALPS ALPINE NORTH AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 483 | $136.2M | $7.7M |
| 6 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. SAVINGS AND INVESTMENT MASTER TRUST | ALPHARETTA GA | — | $102.5M | $4.8M |
| 7 | CARTAMUNDI EAST LONGMEADOW LLC CARTAMUNDI NORTH AMERICA 401(K) PLAN | EAST LONGMEADOW MA | 978 | $77.9M | $3.3M |
| 8 | NALS APARTMENT HOMES, LLC NALS APARTMENT HOMES, LLC 401(K) PROFIT SHARING PLAN & TRUST | SANTA BARBARA CA | 474 | $17.5M | $2.8M |
| 9 | RENT GROUP INC. RENT GROUP INC., THRIFT & RETIREMENT PLAN | ATLANTA GA | 645 | $92.7M | $2.6M |
| 10 | AGC FLAT GLASS NORTH AMERICA, INC. AGC FLAT GLASS NORTH AMERICA, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | ALPHARETTA GA | 299 | $52.7M | $2.5M |
