Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity FA FREEDOM 2040 M in their Schedule of Assets, totaling $837K 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 | TAYLOR CREATIVE INC TAYLOR CREATIVE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 190 | $6.7M | $564K |
| 2 | INTERIORWORX, LLC INTERIORWORX, LLC 401(K) PROFIT SHARING PLAN | TEMPE AZ | 306 | $5.5M | $272K |
