Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding FIDELITY ADV FREEDOM 2040 - M in their Schedule of Assets, totaling $4.2M 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 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K | ALEXANDRIA VA | 148 | $11.5M | $867K |
| 2 | SERES ENGINEERING & SERVICES LLC SERES ENGINEERING 401(K) PLAN | CHARLESTON SC | 149 | $5.0M | $666K |
| 3 | EDUCATION MANAGEMENT & NETWORKS EDUCATION MANAGEMENT & NETWORKS INC 401K PLAN |
SOUTHFIELD MI |
| 179 |
| $3.4M |
| $641K |
| 4 | J.R. VINAGRO CORPORATION J.R. VINAGRO CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST | JOHNSTON RI | 382 | $5.9M | $555K |
| 5 | TATA ELXSI LTD TATA ELXSI 401(K) PLAN | TROY MI | 275 | $4.7M | $394K |
| 6 | ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | BALTIMORE MD | 302 | $7.1M | $308K |
| 7 | BTL INDUSTRIES, INC. BTL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MARLBOROUGH MA | 201 | $6.9M | $203K |
| 8 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $197K |
| 9 | BTI SECURITY BTI SECURITY 401(K) PLAN | ROCKVILLE MD | 1,118 | $2.5M | $190K |
| 10 | TRIUMPH PROTECTION GROUP, INC. TRIUMPH PROTECTION GRP, INC. 401(K) PLAN | VACAVILLE CA | 296 | $980K | $81K |
