Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Freedom 2040 K6 Fidelity 0 in their Schedule of Assets, totaling $1.1M 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 | SHARP SHOPPER, INC. THE SHARP SHOPPER, INC PROFIT SHARING & 401(K) PLAN | EPHRATA PA | 360 | $14.9M | $760K |
| 2 | CODA, INC. CODA, INC. 401(K) PLAN | PORTLAND OR | 212 | $6.1M | $317K |
