Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2040 K6 in their Schedule of Assets, totaling $10.5M 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 | JUST PLAY, LLC JUST PLAY LLC 401(K) PLAN | BOCA RATON FL | 283 | $23.7M | $2.2M |
| 2 | AMERICAN AUTOMATIC SPRINKLER COM AMERICAN AUTOMATIC SPRINKLER CO. RETIREMENT PLAN | FAIRFAX VA | 182 | $13.6M | $1.6M |
| 3 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
BOSTON MA |
| 293 |
| $38.1M |
| $1.2M |
| 4 | ANCHORAGE COMMUNITY MENTAL HEALT THE ALASKA BEHAVIORAL HEALTH PLAN | ANCHORAGE AK | 237 | $14.9M | $1.1M |
| 5 | DRYLOCK TECHNOLOGIES, LTD DRYLOCK TECHNOLOGIES 401(K) PLAN | EAU CLAIRE WI | 351 | $10.4M | $839K |
| 6 | MERCER TRANSPORTATION CO., INC. MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN | LOUISVILLE KY | 284 | $15.3M | $831K |
| 7 | EXECUTECH UTAH, LLC EXECUTECH 401(K) PLAN | SOUTH JORDAN UT | 304 | $8.4M | $809K |
| 8 | SUNDANCE SQUARE MANAGEMENT, LLC SUNDANCE SQUARE 401(K) PLAN | FORT WORTH TX | 114 | $4.8M | $486K |
| 9 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $424K |
| 10 | ASPEN LODGING GROUP LLC PROVENANCE HOTELS EMPLOYEE 401(K) PLAN AND TRUST | KETCHUM ID | 9 | $3.6M | $403K |
