Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding FID Freedom 2040 K in their Schedule of Assets, totaling $155.4M 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 | AMERICAN CAST IRON PIPE COMPANY AMERICAN CAST IRON PIPE COMPANY MASTER TRUST | BIRMINGHAM AL | — | $569.6M | $39.7M |
| 2 | AMERICAN CAST IRON PIPE COMPANY ACIPCO 401(K) PLAN | BIRMINGHAM AL | 2,699 | $534.1M | $35.8M |
| 3 | MEDICAL CENTER EMERGENCY SERVICES MEDICAL CENTER EMERGENCY SERVICES RETIREMENT SAVINGS THRIFT PLAN |
DETROIT MI |
| 77 |
| $143.7M |
| $10.1M |
| 4 | COLOR INTERMEDIATE, LLC COLOR INTERMEDIATE 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 355 | $52.3M | $4.8M |
| 5 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. | MCLEAN VA | 224 | $138.3M | $4.6M |
| 6 | COMMERCIAL VEHICLE GROUP, INC. COMMERCIAL VEHICLE GROUP, INC. 401(K) PLAN | NEW ALBANY OH | 1,537 | $67.3M | $4.3M |
| 7 | ALHAMBRA HOSPITAL MEDICAL CENTER LP AHMC 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 568 | $68.3M | $3.6M |
| 8 | GUSMER ENTERPRISES, INC. GUSMER ENTERPRISES INC. EMPLOYEES 401(K) SAVINGS AND PROFIT SHARING RETIREMENT PLAN | MOUNTAINSIDE NJ | 301 | $74.9M | $3.4M |
| 9 | THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B). THE UNIVERSITY OF NEW MEXICO FOUNDATION 403(B) | ALBUQUERQUE NM | 107 | $18.1M | $3.3M |
| 10 | AMERICAN CAST IRON PIPE COMPANY ACIPCO CONTRACTED 401(K) PLAN | BIRMINGHAM AL | 407 | $47.4M | $3.2M |
