Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID Freedom 2040 K6 Mutual Funds in their Schedule of Assets, totaling $45.1M 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 | MAPFRE U.S.A. CORP. MAPFRE U.S.A. CORP. PROFIT SHARING & 401(K) SAVINGS PLAN | WEBSTER MA | 1,982 | $517.5M | $36.6M |
| 2 | THE EPHRATA NATIONAL BANK ENB FINANCIAL CORP 401(K) SAVINGS PLAN | EPHRATA PA | 303 | $33.0M | $2.4M |
| 3 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN |
CUMBERLAND RI |
| 93 |
| $40.1M |
| $1.6M |
| 4 | NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN | ANAHEIM CA | 176 | $19.0M | $1.4M |
| 5 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN | ROANOKE VA | 325 | $51.5M | $1.2M |
| 6 | DILLON AERO, INC. DILLON AERO, INC. 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 159 | $11.7M | $1.2M |
| 7 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $815K |
