Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Fid Freedom 2040 K6 Mutual fund in their Schedule of Assets, totaling $143.3M 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 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN | ORANGE CA | 325 | $200.6M | $27.3M |
| 2 | HACHETTE BOOK GROUP, INC. HACHETTE BOOK GROUP, INC. 401(K) PLAN | NEW YORK NY | 1,551 | $283.1M | $22.9M |
| 3 | DATASCAN TECHNOLOGIES, LLC |
ALPHARETTA GA |
| 424 |
| $88.9M |
| $10.5M |
| 4 | STELLAR BANK STELLAR BANK RETIREMENT PLAN | HOUSTON TX | 1,033 | $149.8M | $10.2M |
| 5 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $7.8M |
| 6 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $6.2M |
| 7 | YETI HOLDINGS, INC. YETI COOLERS, LLC RETIREMENT PLAN | AUSTIN TX | 1,132 | $58.4M | $5.1M |
| 8 | WPENGINE, INC. WP ENGINE RETIREMENT PLAN | AUSTIN TX | 684 | $72.0M | $4.5M |
| 9 | O & G INDUSTRIES, INC. O&G INDUSTRIES, INC. 401(K) SALARY REDUCTION PLAN & TRUST | TORRINGTON CT | 355 | $51.8M | $4.2M |
| 10 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $3.8M |
