Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fid Freedom 2040 Mutual fund N/A in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CIVICA, INC. CIVICA, INC. RETIREMENT SAVINGS PLAN | LEHI UT | 262 | $13.6M | $1.1M |
| 2 | RITCHIE ENGINEERING COMPANY, INC. RITCHIE ENGINEERING COMPANY SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 117 | $10.5M | $559K |
