Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Freedom® 2040 Fund Class K6 in their Schedule of Assets, totaling $63.6M 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 | UNIFRAX I LLC ALKEGEN 401(K) PLAN | TONAWANDA NY | 1,779 | $262.6M | $20.5M |
| 2 | NATURAL RESOURCES DEFENSE COUNCIL, INC. NATURAL RESOURCES DEFENSE COUNCIL TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 656 | $226.2M | $16.5M |
| 3 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN |
NEWTOWN SQUARE PA |
| 572 |
| $101.4M |
| $9.3M |
| 4 | TRINSEO, LLC TRINSEO LLC 401K PLAN | BERWYN PA | 537 | $152.0M | $6.9M |
| 5 | ESPERION THERAPEUTICS, INC. ESPERION THERAPEUTICS, INC. 401(K) PLAN | ANN ARBOR MI | 307 | $43.1M | $4.9M |
| 6 | TRINSEO, LLC ALTUGLAS LLC 401(K) PLAN | BERWYN PA | 213 | $49.4M | $2.9M |
| 7 | BIOINTELLISENSE, INC. BIOINTELLISENSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 83 | $9.0M | $582K |
| 8 | ESSEN MEDICAL ASSOCIATES, P.C. ESSEN MEDICAL ASSOCIATES, PC 401(K) PLAN AND TRUST | HARTSDALE NY | 1,480 | $21.5M | $540K |
| 9 | IAI NORTH AMERICA, INC. IAI NORTH AMERICA, INC. 401(K) PLAN | HERNDON VA | 123 | $9.6M | $456K |
| 10 | HATTERAS PRESS, INC. HATTERAS PRESS, INC. 401(K) RETIREMENT PLAN & TRUST | TINTON FALLS NJ | 256 | $11.7M | $318K |
