Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity** FID FREEDOM 2040 K in their Schedule of Assets, totaling $182.9M 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 | METHODIST HOSPITALS OF DALLAS METHODIST HEALTH SYSTEM 403(B) PLAN | DALLAS TX | 11,274 | $759.0M | $73.3M |
| 2 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $22.5M |
| 3 | SKIDMORE, OWINGS & MERRILL LLP SKIDMORE, OWINGS & MERRILL LLP 401(K) SAVINGS PLAN |
CHICAGO IL |
| 837 |
| $286.0M |
| $10.5M |
| 4 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $10.1M |
| 5 | ASHTABULA COUNTY MEDICAL CENTER ACMC SYSTEM SAVINGS INVESTMENT PLAN | ASHTABULA OH | 1,488 | $106.3M | $8.7M |
| 6 | ADELPHI UNIVERSITY ADELPHI UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | GARDEN CITY NY | 1,256 | $473.2M | $7.1M |
| 7 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $5.4M |
| 8 | COASTAL BEVERAGE COMPANY, INC. COASTAL BEVERAGE COMPANY, INC. PROFIT SHARING/401(K) PLAN | WILMINGTON NC | 550 | $27.1M | $5.3M |
| 9 | NATIONAL INDUSTRIES FOR THE BLIND DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL INDUSTRIES | ALEXANDRIA VA | 175 | $40.8M | $5.1M |
| 10 | LASERFICHE/COMPULINK MANAGEMENT CENTER, INC. LASERFICHE 401(K) PLAN | LONG BEACH CA | 241 | $94.0M | $4.4M |
