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 Funds in their Schedule of Assets, totaling $2.2M 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 | MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 170 | $25.2M | $1.9M |
| 2 | CAL-COMP USA CAL-COMP USA 401(K) AND PROFIT SHARING PLAN | CARLSBAD CA | 76 | $11.1M | $281K |
