Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Fidelity Freedom 2040 K6 in their Schedule of Assets, totaling $164.3M 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 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $57.9M |
| 2 | SHOOK, HARDY & BACON L.L.P. SHOOK, HARDY & BACON 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 1,204 | $650.8M | $39.9M |
| 3 | LOYOLA MARYMOUNT UNIVERSITY |
LOS ANGELES CA |
| 3,137 |
| $538.0M |
| $27.2M |
| 4 | PHIBRO ANIMAL HEALTH CORPORATION PHIBRO ANIMAL HEALTH CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | TEANECK NJ | 974 | $175.5M | $11.6M |
| 5 | V-T INDUSTRIES, INC. V-T INDUSTRIES, INC. RETIREMENT/SAVINGS PLAN | HOLSTEIN IA | 1,739 | $110.6M | $9.3M |
| 6 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $5.7M |
| 7 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $2.5M |
| 8 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $2.2M |
| 9 | NATOLI ENGINEERING COMPANY, INC. NATOLI ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | ST. CHARLES MO | 295 | $9.3M | $1.4M |
| 10 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $1.3M |
